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 6-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 | $125,724 | $77,634+61.9% | $156,549-19.7% | $62,891+99.9% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 8.58% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $9,995 | $3,444+190.3% | $5,501+81.7% | $2,281+338.2% |
| Participant deferral / active EE | $4,819 | $3,045+58.2% | $4,871-1.1% | $3,203+50.5% |
| Admin fee / account holder | $1,207 | $5,561-78.3% | $13,027-90.7% | $4,296-71.9% |