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 | $118,708 | $78,672+50.9% | $109,143+8.8% | $85,850+38.3% |
| Participation rate | 88.9% | 68.3%+20.6pp | 75.9%+13.0pp | 69.3%+19.6pp |
| Annual return | 48.12% | 25.09%+23.0pp | 25.75%+22.4pp | 318.53%-270.4pp |
| Employer contribution / active EE | $774 | $2,735-71.7% | $3,722-79.2% | $2,565-69.8% |
| Participant deferral / active EE | $4,156 | $3,467+19.9% | $4,653-10.7% | $3,952+5.2% |
| Admin fee / account holder | $3,547 | $5,469-35.1% | $6,752-47.5% | $6,260-43.3% |