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 | $136,991 | $94,625+44.8% | $116,228+17.9% | $84,808+61.5% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 14.36% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,137 | $2,347+118.9% | $2,994+71.6% | $2,631+95.3% |
| Participant deferral / active EE | $4,404 | $3,972+10.9% | $4,953-11.1% | $4,212+4.6% |
| Admin fee / account holder | $22,468 | $10,091+122.6% | $11,989+87.4% | $7,344+205.9% |