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 | $112,158 | $71,050+57.9% | $93,606+19.8% | $80,856+38.7% |
| Participation rate | 97.7% | 60.4%+37.3pp | 68.7%+29.0pp | 67.6%+30.0pp |
| Annual return | 21.69% | 11.26%+10.4pp | 133.20%-111.5pp | 35.59%-13.9pp |
| Employer contribution / active EE | $5,550 | $1,564+255.0% | $2,420+129.4% | $2,755+101.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,639 | $6,945-33.2% | $8,285-44.0% | $6,918-32.9% |