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 6-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 | $151,985 | $78,422+93.8% | $95,952+58.4% | $79,858+90.3% |
| Participation rate | 85.1% | 73.5%+11.6pp | 77.1%+8.0pp | 69.6%+15.5pp |
| Annual return | 18.29% | 19.37%-1.1pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,868 | $1,945+47.5% | $2,541+12.9% | $2,471+16.1% |
| Participant deferral / active EE | $5,353 | $3,440+55.6% | $4,167+28.5% | $3,740+43.1% |
| Admin fee / account holder | $5,382 | $5,622-4.3% | $6,795-20.8% | $5,306+1.4% |