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 | $175,763 | $89,753+95.8% | $107,525+63.5% | $84,808+107.2% |
| Participation rate | 97.5% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 14.38% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,458 | $3,113+11.1% | $3,754-7.9% | $2,631+31.5% |
| Participant deferral / active EE | $7,484 | $4,056+84.5% | $5,116+46.3% | $4,212+77.7% |
| Admin fee / account holder | $20,258 | $7,222+180.5% | $8,919+127.1% | $7,344+175.8% |