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 | $118,285 | $87,013+35.9% | $106,213+11.4% | $80,856+46.3% |
| Participation rate | 97.0% | 70.4%+26.5pp | 75.3%+21.7pp | 67.6%+29.3pp |
| Annual return | 11.97% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $13,854 | $2,395+478.4% | $3,171+336.8% | $2,755+402.9% |
| Participant deferral / active EE | $4,294 | $3,986+7.7% | $5,016-14.4% | $4,2960% |
| Admin fee / account holder | $8,727 | $8,431+3.5% | $11,033-20.9% | $6,918+26.2% |