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 | $123,372 | $68,346+80.5% | $94,646+30.4% | $75,163+64.1% |
| Participation rate | 79.0% | 76.1%+2.9pp | 80.8%-1.8pp | 67.2%+11.8pp |
| Annual return | 16.96% | 616.93%-600.0pp | 156.71%-139.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $6,165 | $2,701+128.3% | $3,672+67.9% | $2,670+130.9% |
| Participant deferral / active EE | $5,626 | $6,537-13.9% | $7,418-24.2% | $4,125+36.4% |
| Admin fee / account holder | $13,029 | $5,326+144.6% | $7,231+80.2% | $5,651+130.6% |