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 7-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 | $127,473 | $89,753+42.0% | $107,525+18.6% | $84,808+50.3% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 20.69% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,555 | $3,113+14.2% | $3,754-5.3% | $2,631+35.1% |
| Participant deferral / active EE | $8,370 | $4,056+106.4% | $5,116+63.6% | $4,212+98.7% |
| Admin fee / account holder | $4,572 | $7,222-36.7% | $8,919-48.7% | $7,344-37.7% |