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 | $128,104 | $109,413+17.1% | $156,263-18.0% | $84,808+51.1% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 20.87% | 20.18%+0.7pp | 59.47%-38.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $5,116 | $2,907+76.0% | $4,333+18.1% | $2,631+94.4% |
| Participant deferral / active EE | $12,112 | $4,590+163.9% | $6,158+96.7% | $4,212+187.6% |
| Admin fee / account holder | $1,400 | $9,357-85.0% | $14,255-90.2% | $7,344-80.9% |