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 | $91,055 | $48,230+88.8% | $67,502+34.9% | $80,856+12.6% |
| Participation rate | 95.1% | 66.4%+28.8pp | 72.9%+22.2pp | 67.6%+27.5pp |
| Annual return | 12.17% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,220 | $2,020+9.9% | $2,731-18.7% | $2,755-19.4% |
| Participant deferral / active EE | $5,758 | $2,924+97.0% | $4,000+44.0% | $4,296+34.0% |
| Admin fee / account holder | $2,031 | $3,681-44.8% | $3,998-49.2% | $6,918-70.6% |