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 | $108,992 | $106,749+2.1% | $145,433-25.1% | $82,448+32.2% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 19.57% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $13,732 | $3,444+298.7% | $4,554+201.5% | $2,551+438.3% |
| Participant deferral / active EE | $17,633 | $6,519+170.5% | $7,897+123.3% | $4,139+326.0% |
| Admin fee / account holder | $12,491 | $8,390+48.9% | $13,129-4.9% | $7,234+72.7% |