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 9-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 | $135,338 | $58,828+130.1% | $77,999+73.5% | $62,891+115.2% |
| Participation rate | 94.7% | 71.1%+23.7pp | 75.5%+19.2pp | 69.3%+25.4pp |
| Annual return | 6.86% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,831 | $1,672+129.1% | $2,470+55.1% | $2,281+67.9% |
| Participant deferral / active EE | $6,054 | $2,686+125.4% | $3,497+73.1% | $3,203+89.0% |
| Admin fee / account holder | $14,147 | $4,393+222.0% | $5,480+158.1% | $4,296+229.3% |