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 | $94,644 | $86,929+8.9% | $102,423-7.6% | $80,856+17.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | 28.98% | 18.88%+10.1pp | 29.32%-0.3pp | 35.59%-6.6pp |
| Employer contribution / active EE | $5,884 | $2,369+148.3% | $3,023+94.6% | $2,755+113.6% |
| Participant deferral / active EE | $14,838 | $4,118+260.3% | $5,053+193.7% | $4,296+245.4% |
| Admin fee / account holder | $3,863 | $8,049-52.0% | $9,451-59.1% | $6,918-44.2% |