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 8-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 | $123,159 | $96,137+28.1% | $136,007-9.4% | $80,874+52.3% |
| Participation rate | 86.1% | 71.2%+14.9pp | 76.5%+9.6pp | 67.6%+18.5pp |
| Annual return | 15.41% | 28.70%-13.3pp | 579.32%-563.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,646 | $3,350-50.9% | $4,215-61.0% | $2,756-40.3% |
| Participant deferral / active EE | $4,601 | $5,706-19.4% | $7,024-34.5% | $4,297+7.1% |
| Admin fee / account holder | $9,101 | $8,236+10.5% | $6,858+32.7% | $6,935+31.2% |