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 | $117,593 | $66,402+77.1% | $109,895+7.0% | $85,850+37.0% |
| Participation rate | 93.5% | 63.9%+29.6pp | 74.2%+19.3pp | 69.3%+24.2pp |
| Annual return | 14.52% | 19.59%-5.1pp | 29.45%-14.9pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,346 | $1,687+39.0% | $2,842-17.5% | $2,565-8.6% |
| Participant deferral / active EE | $1,480 | $2,842-47.9% | $4,048-63.4% | $3,952-62.5% |
| Admin fee / account holder | $5,473 | $4,557+20.1% | $6,066-9.8% | $6,260-12.6% |