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 7-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 | $132,865 | $78,422+69.4% | $95,952+38.5% | $79,858+66.4% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,389 | $1,945+22.8% | $2,541-6.0% | $2,471-3.3% |
| Participant deferral / active EE | $6,057 | $3,440+76.1% | $4,167+45.4% | $3,740+62.0% |
| Admin fee / account holder | $8,508 | $5,622+51.3% | $6,795+25.2% | $5,306+60.3% |