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 | $111,414 | $89,753+24.1% | $107,525+3.6% | $84,808+31.4% |
| Participation rate | 82.9% | 68.1%+14.8pp | 75.1%+7.8pp | 68.3%+14.5pp |
| Annual return | 18.01% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,141 | $3,113+0.9% | $3,754-16.3% | $2,631+19.4% |
| Participant deferral / active EE | $8,255 | $4,056+103.5% | $5,116+61.4% | $4,212+96.0% |
| Admin fee / account holder | $1,310 | $7,222-81.9% | $8,919-85.3% | $7,344-82.2% |