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 3-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 | $115,144 | $80,673+42.7% | $101,326+13.6% | $84,808+35.8% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 20.12% | 38.95%-18.8pp | 36.82%-16.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,442 | $2,698+64.6% | $3,665+21.2% | $2,631+68.8% |
| Participant deferral / active EE | $13,301 | $6,840+94.5% | $7,994+66.4% | $4,212+215.8% |
| Admin fee / account holder | $3,257 | $12,784-74.5% | $11,185-70.9% | $7,344-55.7% |