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 | $121,594 | $46,553+161.2% | $64,056+89.8% | $75,163+61.8% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.3pp |
| Annual return | 16.70% | 26.03%-9.3pp | 33.69%-17.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $5,415 | $1,974+174.4% | $2,747+97.2% | $2,670+102.8% |
| Participant deferral / active EE | $4,245 | $2,837+49.6% | $3,880+9.4% | $4,125+2.9% |
| Admin fee / account holder | $5,512 | $2,952+86.7% | $3,068+79.6% | $5,651-2.5% |