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 | $103,958 | $53,516+94.3% | $126,539-17.8% | $84,808+22.6% |
| Participation rate | 85.0% | 58.2%+26.8pp | 69.8%+15.2pp | 68.3%+16.7pp |
| Annual return | 14.96% | 58.34%-43.4pp | 425.95%-411.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,503 | $1,535+63.1% | $3,674-31.9% | $2,631-4.9% |
| Participant deferral / active EE | $5,079 | $2,671+90.2% | $4,083+24.4% | $4,212+20.6% |
| Admin fee / account holder | $4,049 | $4,497-9.9% | $6,065-33.2% | $7,344-44.9% |