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 | $106,763 | $51,638+106.8% | $68,368+56.2% | $82,448+29.5% |
| Participation rate | 97.2% | 63.6%+33.6pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 18.83% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,977 | $2,047+143.2% | $2,649+87.9% | $2,551+95.1% |
| Participant deferral / active EE | $11,671 | $2,914+300.6% | $4,123+183.1% | $4,139+182.0% |
| Admin fee / account holder | $2,013 | $4,643-56.6% | $5,150-60.9% | $7,234-72.2% |