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 | $119,546 | $64,839+84.4% | $95,585+25.1% | $84,808+41.0% |
| Participation rate | 92.6% | 63.8%+28.8pp | 72.1%+20.5pp | 68.3%+24.3pp |
| Annual return | 17.82% | -670.96%+688.8pp | 38.56%-20.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,152 | $1,759+79.2% | $2,527+24.7% | $2,631+19.8% |
| Participant deferral / active EE | $7,579 | $2,965+155.6% | $4,023+88.4% | $4,212+80.0% |
| Admin fee / account holder | $1,842 | $5,964-69.1% | $6,127-69.9% | $7,344-74.9% |