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 | $123,141 | $109,881+12.1% | $150,045-17.9% | $84,808+45.2% |
| Participation rate | 98.8% | 76.1%+22.8pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 19.11% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,337 | $3,561-6.3% | $4,693-28.9% | $2,631+26.8% |
| Participant deferral / active EE | $9,827 | $6,636+48.1% | $7,997+22.9% | $4,212+133.3% |
| Admin fee / account holder | $14,340 | $8,568+67.4% | $13,435+6.7% | $7,344+95.3% |