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 | $141,082 | $91,552+54.1% | $133,956+5.3% | $79,858+76.7% |
| Participation rate | 77.3% | 73.3%+3.9pp | 79.8%-2.6pp | 69.6%+7.6pp |
| Annual return | 15.15% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,186 | $2,384+117.6% | $3,919+32.4% | $2,471+109.9% |
| Participant deferral / active EE | $6,714 | $3,733+79.8% | $5,048+33.0% | $3,740+79.5% |
| Admin fee / account holder | $3,644 | $6,321-42.3% | $8,927-59.2% | $5,306-31.3% |