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 | $122,973 | $106,749+15.2% | $145,433-15.4% | $82,448+49.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 17.50% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $12,926 | $3,444+275.3% | $4,554+183.8% | $2,551+406.7% |
| Participant deferral / active EE | $14,037 | $6,519+115.3% | $7,897+77.7% | $4,139+239.1% |
| Admin fee / account holder | $517 | $8,390-93.8% | $13,129-96.1% | $7,234-92.9% |