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 5-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 | $117,428 | $65,409+79.5% | $98,442+19.3% | $85,850+36.8% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.3%+17.7pp | 69.3%+21.8pp |
| Annual return | 13.17% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,386 | $2,168+10.1% | $2,960-19.4% | $2,565-7.0% |
| Participant deferral / active EE | $6,015 | $3,166+90.0% | $4,276+40.7% | $3,952+52.2% |
| Admin fee / account holder | $6,179 | $4,593+34.5% | $5,949+3.9% | $6,260-1.3% |