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 6-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 | $119,477 | $87,013+37.3% | $106,213+12.5% | $80,856+47.8% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.3%+23.3pp | 67.6%+31.0pp |
| Annual return | 13.03% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,778 | $2,395+16.0% | $3,171-12.4% | $2,755+0.8% |
| Participant deferral / active EE | $3,072 | $3,986-22.9% | $5,016-38.7% | $4,296-28.5% |
| Admin fee / account holder | $12,426 | $8,431+47.4% | $11,033+12.6% | $6,918+79.6% |