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 4-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 | $90,923 | $109,881-17.3% | $150,045-39.4% | $84,808+7.2% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 89.97% | 28.25%+61.7pp | 62.55%+27.4pp | 40.90%+49.1pp |
| Employer contribution / active EE | $4,518 | $3,561+26.9% | $4,693-3.7% | $2,631+71.7% |
| Participant deferral / active EE | $8,691 | $6,636+31.0% | $7,997+8.7% | $4,212+106.4% |
| Admin fee / account holder | $914 | $8,568-89.3% | $13,435-93.2% | $7,344-87.6% |