See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,651 | $118,450+77.0% | $98,439+113.0% | $139,434+50.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 13.14% | 18.94%-5.8pp | 21.16%-8.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,429 | $3,609-60.4% | $3,048-53.1% | $4,751-69.9% |
| Participant deferral / active EE | $11,978 | $5,392+122.1% | $4,738+152.8% | $6,710+78.5% |
| Admin fee / account holder | $2,755 | $14,026-80.4% | $8,948-69.2% | $11,403-75.8% |