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 7-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 | $138,487 | $78,422+76.6% | $95,952+44.3% | $79,858+73.4% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 19.19% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $6,407 | $1,945+229.4% | $2,541+152.2% | $2,471+159.3% |
| Participant deferral / active EE | $15,042 | $3,440+337.3% | $4,167+261.0% | $3,740+302.2% |
| Admin fee / account holder | $2,359 | $5,622-58.0% | $6,795-65.3% | $5,306-55.6% |