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 | $119,165 | $81,208+46.7% | $98,907+20.5% | $79,858+49.2% |
| Participation rate | 98.8% | 72.5%+26.3pp | 76.0%+22.8pp | 69.6%+29.2pp |
| Annual return | 10.75% | 60.99%-50.2pp | 196.43%-185.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,747 | $1,960+40.2% | $2,689+2.2% | $2,471+11.2% |
| Participant deferral / active EE | $6,408 | $3,265+96.3% | $4,244+51.0% | $3,740+71.3% |
| Admin fee / account holder | $4,268 | $6,013-29.0% | $6,642-35.7% | $5,306-19.6% |