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 | $108,280 | $71,883+50.6% | $86,677+24.9% | $68,494+58.1% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.4pp |
| Annual return | 3.87% | 3.52%+0.3pp | 35.91%-32.0pp | -7.84%+11.7pp |
| Employer contribution / active EE | $2,395 | $2,173+10.2% | $2,836-15.6% | $2,596-7.8% |
| Participant deferral / active EE | $5,585 | $3,779+47.8% | $4,656+20.0% | $4,027+38.7% |
| Admin fee / account holder | $10,355 | $6,112+69.4% | $7,493+38.2% | $5,403+91.7% |