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 8-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 | $127,074 | $89,753+41.6% | $107,525+18.2% | $84,808+49.8% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 22.26% | 29.48%-7.2pp | 181.32%-159.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,617 | $3,113+48.3% | $3,754+23.0% | $2,631+75.5% |
| Participant deferral / active EE | $11,273 | $4,056+177.9% | $5,116+120.4% | $4,212+167.7% |
| Admin fee / account holder | $6,280 | $7,222-13.0% | $8,919-29.6% | $7,344-14.5% |