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 8-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 | $130,596 | $58,512+123.2% | $84,015+55.4% | $72,985+78.9% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 23.93% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,153 | $1,163+171.1% | $1,983+58.9% | $2,440+29.2% |
| Participant deferral / active EE | $8,142 | $2,394+240.1% | $3,239+151.4% | $3,607+125.7% |
| Admin fee / account holder | $1,450 | $4,569-68.3% | $6,101-76.2% | $5,124-71.7% |