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 | $96,602 | $25,014+286.2% | $69,647+38.7% | $80,856+19.5% |
| Participation rate | 81.3% | 64.2%+17.0pp | 66.5%+14.8pp | 67.6%+13.6pp |
| Annual return | 14.32% | 19.07%-4.7pp | 100.48%-86.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,484 | $993+250.8% | $1,712+103.4% | $2,755+26.5% |
| Participant deferral / active EE | $7,894 | $1,839+329.3% | $2,886+173.6% | $4,296+83.8% |
| Admin fee / account holder | $2,506 | $2,488+0.7% | $4,713-46.8% | $6,918-63.8% |