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 | $111,315 | $58,828+89.2% | $77,999+42.7% | $62,891+77.0% |
| Participation rate | 98.1% | 71.1%+27.1pp | 75.5%+22.6pp | 69.3%+28.8pp |
| Annual return | 6.02% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,330 | $1,672+39.4% | $2,470-5.7% | $2,281+2.1% |
| Participant deferral / active EE | $4,590 | $2,686+70.9% | $3,497+31.3% | $3,203+43.3% |
| Admin fee / account holder | $5,558 | $4,393+26.5% | $5,480+1.4% | $4,296+29.4% |