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 | $133,971 | $99,985+34.0% | $146,665-8.7% | $85,850+56.1% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 55.67% | 18.93%+36.7pp | 22.74%+32.9pp | 318.53%-262.9pp |
| Employer contribution / active EE | $2,512 | $2,559-1.8% | $4,136-39.3% | $2,565-2.1% |
| Participant deferral / active EE | $5,939 | $4,006+48.3% | $5,506+7.9% | $3,952+50.3% |
| Admin fee / account holder | $9,383 | $7,702+21.8% | $10,280-8.7% | $6,260+49.9% |