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 | $110,659 | $78,422+41.1% | $95,952+15.3% | $79,858+38.6% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.8pp |
| Annual return | 16.03% | 19.37%-3.3pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,253 | $1,945+15.9% | $2,541-11.3% | $2,471-8.8% |
| Participant deferral / active EE | $8,779 | $3,440+155.2% | $4,167+110.7% | $3,740+134.7% |
| Admin fee / account holder | $11,263 | $5,622+100.3% | $6,795+65.7% | $5,306+112.3% |