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 | $121,781 | $71,883+69.4% | $86,677+40.5% | $68,494+77.8% |
| Participation rate | 98.2% | 72.2%+25.9pp | 76.6%+21.6pp | 67.9%+30.3pp |
| Annual return | 38.09% | 3.52%+34.6pp | 35.91%+2.2pp | -7.84%+45.9pp |
| Employer contribution / active EE | $1,476 | $2,173-32.1% | $2,836-48.0% | $2,596-43.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $999 | $6,112-83.6% | $7,493-86.7% | $5,403-81.5% |