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 | $160,864 | $81,248+98.0% | $155,509+3.4% | $80,856+98.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.8pp | 67.6%+31.3pp |
| Annual return | 12.86% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,910 | $3,100+90.6% | $4,672+26.5% | $2,755+114.5% |
| Participant deferral / active EE | $5,599 | $3,452+62.2% | $5,626-0.5% | $4,296+30.3% |
| Admin fee / account holder | $3,352 | $7,997-58.1% | $15,912-78.9% | $6,918-51.5% |