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 | $134,835 | $71,050+89.8% | $93,606+44.0% | $80,856+66.8% |
| Participation rate | 94.2% | 60.4%+33.8pp | 68.7%+25.5pp | 67.6%+26.6pp |
| Annual return | 13.24% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,863 | $1,564+147.1% | $2,420+59.7% | $2,755+40.2% |
| Participant deferral / active EE | $7,007 | $4,034+73.7% | $4,411+58.8% | $4,296+63.1% |
| Admin fee / account holder | $9,235 | $6,945+33.0% | $8,285+11.5% | $6,918+33.5% |