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 | $115,911 | $81,248+42.7% | $155,509-25.5% | $80,856+43.4% |
| Participation rate | 88.6% | 66.2%+22.3pp | 78.2%+10.4pp | 67.6%+20.9pp |
| Annual return | 40.56% | 33.31%+7.3pp | 64.67%-24.1pp | 35.59%+5.0pp |
| Employer contribution / active EE | $5,480 | $3,100+76.8% | $4,672+17.3% | $2,755+98.9% |
| Participant deferral / active EE | $17,788 | $3,452+415.4% | $5,626+216.2% | $4,296+314.1% |
| Admin fee / account holder | $4,704 | $7,997-41.2% | $15,912-70.4% | $6,918-32.0% |