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 | $139,669 | $85,766+62.8% | $136,294+2.5% | $70,131+99.2% |
| Participation rate | 94.9% | 74.2%+20.7pp | 81.9%+13.0pp | 69.5%+25.3pp |
| Annual return | 17.29% | 31.45%-14.2pp | 5155.94%-5138.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,368 | $2,966+47.3% | $4,695-7.0% | $2,342+86.5% |
| Participant deferral / active EE | $10,634 | $5,051+110.5% | $6,247+70.2% | $3,332+219.2% |
| Admin fee / account holder | $5,100 | $5,420-5.9% | $9,243-44.8% | $4,645+9.8% |