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 | $90,674+35.1% | $96,707+26.7% | $82,448+48.6% |
| Participation rate | 95.0% | 75.9%+19.1pp | 80.4%+14.6pp | 68.1%+26.9pp |
| Annual return | 28.83% | 49.05%-20.2pp | 34.78%-5.9pp | 41.64%-12.8pp |
| Employer contribution / active EE | $6,438 | $3,975+62.0% | $4,191+53.6% | $2,551+152.4% |
| Participant deferral / active EE | $14,264 | $5,696+150.4% | $5,997+137.9% | $4,139+244.6% |
| Admin fee / account holder | $628 | $7,568-91.7% | $7,503-91.6% | $7,234-91.3% |