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 9-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 | $114,652 | $64,480+77.8% | $81,382+40.9% | $80,856+41.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 62.33% | 16.34%+46.0pp | 24.73%+37.6pp | 35.59%+26.7pp |
| Employer contribution / active EE | $3,437 | $1,978+73.7% | $2,463+39.6% | $2,755+24.8% |
| Participant deferral / active EE | $6,399 | $3,094+106.8% | $3,883+64.8% | $4,296+49.0% |
| Admin fee / account holder | $6,779 | $5,671+19.5% | $5,768+17.5% | $6,918-2.0% |