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 6-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 | $199,413 | $106,749+86.8% | $145,433+37.1% | $82,448+141.9% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,553 | $3,444+32.2% | $4,5540% | $2,551+78.5% |
| Participant deferral / active EE | $13,442 | $6,519+106.2% | $7,897+70.2% | $4,139+224.7% |
| Admin fee / account holder | $12,369 | $8,390+47.4% | $13,129-5.8% | $7,234+71.0% |