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 | $151,713 | $58,208+160.6% | $81,812+85.4% | $80,856+87.6% |
| Participation rate | 89.8% | 63.4%+26.4pp | 72.3%+17.5pp | 67.6%+22.2pp |
| Annual return | 13.57% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,897 | $2,340+23.8% | $2,912-0.5% | $2,755+5.2% |
| Participant deferral / active EE | $4,370 | $3,281+33.2% | $4,319+1.2% | $4,296+1.7% |
| Admin fee / account holder | $12,028 | $4,981+141.5% | $7,386+62.8% | $6,918+73.9% |