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 | $116,543 | $77,899+49.6% | $149,673-22.1% | $75,163+55.1% |
| Participation rate | 81.7% | 65.6%+16.1pp | 78.8%+2.9pp | 67.2%+14.5pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $5,315 | $3,137+69.4% | $4,818+10.3% | $2,670+99.1% |
| Participant deferral / active EE | $4,297 | $3,411+26.0% | $5,680-24.3% | $4,125+4.2% |
| Admin fee / account holder | $21,972 | $5,956+268.9% | $13,210+66.3% | $5,651+288.8% |