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 | $81,413 | $73,933+10.1% | $96,683-15.8% | $75,163+8.3% |
| Participation rate | 96.9% | 66.4%+30.5pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | 15.50% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,764 | $2,928+165.2% | $3,737+107.8% | $2,670+190.8% |
| Participant deferral / active EE | $5,312 | $3,659+45.2% | $4,878+8.9% | $4,125+28.8% |
| Admin fee / account holder | $17,297 | $5,216+231.6% | $6,730+157.0% | $5,651+206.1% |