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 | $106,452 | $78,422+35.7% | $95,952+10.9% | $79,858+33.3% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 19.87% | 19.37%+0.5pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,295 | $1,945+18.0% | $2,541-9.7% | $2,471-7.1% |
| Participant deferral / active EE | $3,595 | $3,440+4.5% | $4,167-13.7% | $3,740-3.9% |
| Admin fee / account holder | $13,048 | $5,622+132.1% | $6,795+92.0% | $5,306+145.9% |