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 | $112,151 | $64,348+74.3% | $90,160+24.4% | $70,131+59.9% |
| Participation rate | 91.9% | 70.4%+21.5pp | 76.9%+15.1pp | 69.5%+22.4pp |
| Annual return | 23.34% | 28.13%-4.8pp | 34.88%-11.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $4,496 | $2,046+119.8% | $3,318+35.5% | $2,342+91.9% |
| Participant deferral / active EE | $10,054 | $4,389+129.1% | $5,288+90.1% | $3,332+201.8% |
| Admin fee / account holder | $1,828 | $3,944-53.7% | $5,943-69.2% | $4,645-60.7% |