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 | $114,173 | $81,248+40.5% | $155,509-26.6% | $80,856+41.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.69% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $7,486 | $3,100+141.4% | $4,672+60.2% | $2,755+171.7% |
| Participant deferral / active EE | $6,368 | $3,452+84.5% | $5,626+13.2% | $4,296+48.2% |
| Admin fee / account holder | $31,561 | $7,997+294.6% | $15,912+98.3% | $6,918+356.2% |