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 | $118,050 | $89,753+31.5% | $107,525+9.8% | $84,808+39.2% |
| Participation rate | 98.2% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 20.73% | 29.48%-8.7pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,299 | $3,113+102.3% | $3,754+67.8% | $2,631+139.4% |
| Participant deferral / active EE | $9,760 | $4,056+140.6% | $5,116+90.8% | $4,212+131.8% |
| Admin fee / account holder | $399 | $7,222-94.5% | $8,919-95.5% | $7,344-94.6% |