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 | $122,502 | $93,170+31.5% | $100,534+21.9% | $84,808+44.4% |
| Participation rate | 95.0% | 75.8%+19.2pp | 80.6%+14.4pp | 68.3%+26.7pp |
| Annual return | 28.83% | 47.13%-18.3pp | 32.66%-3.8pp | 40.90%-12.1pp |
| Employer contribution / active EE | $6,438 | $3,985+61.6% | $4,346+48.1% | $2,631+144.7% |
| Participant deferral / active EE | $14,264 | $5,699+150.3% | $6,144+132.2% | $4,212+238.7% |
| Admin fee / account holder | $628 | $7,382-91.5% | $7,654-91.8% | $7,344-91.5% |