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 8-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 | $140,020 | $117,983+18.7% | $101,794+37.6% | $142,382-1.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 11.99% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,441 | $2,773+60.2% | $2,289+94.0% | $4,299+3.3% |
| Participant deferral / active EE | $8,647 | $4,714+83.4% | $4,084+111.7% | $6,507+32.9% |
| Admin fee / account holder | $2,679 | $10,433-74.3% | $8,777-69.5% | $12,624-78.8% |