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 8-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 | $123,358 | $108,825+13.4% | $156,181-21.0% | $82,448+49.6% |
| Participation rate | 94.7% | 72.4%+22.4pp | 78.8%+15.9pp | 68.1%+26.7pp |
| Annual return | 18.42% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,335 | $2,870+85.9% | $4,294+24.2% | $2,551+109.1% |
| Participant deferral / active EE | $14,547 | $4,577+217.8% | $6,132+137.2% | $4,139+251.4% |
| Admin fee / account holder | $11,429 | $9,341+22.4% | $14,586-21.6% | $7,234+58.0% |