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 | $96,325 | $109,881-12.3% | $150,045-35.8% | $84,808+13.6% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 31.70% | 28.25%+3.5pp | 62.55%-30.8pp | 40.90%-9.2pp |
| Employer contribution / active EE | $15,826 | $3,561+344.4% | $4,693+237.2% | $2,631+501.5% |
| Participant deferral / active EE | $13,797 | $6,636+107.9% | $7,997+72.5% | $4,212+227.6% |
| Admin fee / account holder | $5,850 | $8,568-31.7% | $13,435-56.5% | $7,344-20.3% |