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 | $86,144 | $109,881-21.6% | $150,045-42.6% | $84,808+1.6% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 19.72% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,792 | $3,561-49.7% | $4,693-61.8% | $2,631-31.9% |
| Participant deferral / active EE | $11,592 | $6,636+74.7% | $7,997+45.0% | $4,212+175.3% |
| Admin fee / account holder | $2,464 | $8,568-71.2% | $13,435-81.7% | $7,344-66.4% |