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 | $143,091 | $78,422+82.5% | $95,952+49.1% | $79,858+79.2% |
| Participation rate | 94.9% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.3pp |
| Annual return | 10.93% | 19.37%-8.4pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,939 | $1,945+102.5% | $2,541+55.0% | $2,471+59.4% |
| Participant deferral / active EE | $8,505 | $3,440+147.2% | $4,167+104.1% | $3,740+127.4% |
| Admin fee / account holder | $7,871 | $5,622+40.0% | $6,795+15.8% | $5,306+48.3% |