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 7-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 | $140,220 | $98,652+42.1% | $142,942-1.9% | $82,448+70.1% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.8%+7.3pp | 68.1%+16.0pp |
| Annual return | 17.63% | 22.65%-5.0pp | 113.70%-96.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,475 | $3,211+39.4% | $4,139+8.1% | $2,551+75.4% |
| Participant deferral / active EE | $11,082 | $5,580+98.6% | $7,128+55.5% | $4,139+167.7% |
| Admin fee / account holder | $12,441 | $8,078+54.0% | $12,475-0.3% | $7,234+72.0% |