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 | $84,106 | $74,927+12.3% | $101,794-17.4% | $84,808-0.8% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.2%+4.9pp | 68.3%+5.8pp |
| Annual return | 13.35% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,171 | $1,522+108.4% | $2,289+38.5% | $2,631+20.5% |
| Participant deferral / active EE | $6,819 | $3,099+120.0% | $4,084+67.0% | $4,212+61.9% |
| Admin fee / account holder | $785 | $6,514-88.0% | $8,777-91.1% | $7,344-89.3% |