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 | $138,001 | $76,552+80.3% | $123,892+11.4% | $62,891+119.4% |
| Participation rate | 83.0% | 73.0%+10.0pp | 81.4%+1.6pp | 69.3%+13.7pp |
| Annual return | 11.91% | 18.68%-6.8pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,826 | $2,883+32.7% | $4,617-17.1% | $2,281+67.7% |
| Participant deferral / active EE | $6,903 | $4,840+42.6% | $5,984+15.4% | $3,203+115.5% |
| Admin fee / account holder | $7,871 | $4,826+63.1% | $8,357-5.8% | $4,296+83.2% |