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 | $81,255 | $58,208+39.6% | $81,812-0.7% | $80,856+0.5% |
| Participation rate | 87.2% | 63.4%+23.8pp | 72.3%+14.9pp | 67.6%+19.6pp |
| Annual return | 20.55% | 41.66%-21.1pp | 773.79%-753.2pp | 35.59%-15.0pp |
| Employer contribution / active EE | $3,935 | $2,340+68.2% | $2,912+35.1% | $2,755+42.8% |
| Participant deferral / active EE | $8,778 | $3,281+167.5% | $4,319+103.3% | $4,296+104.3% |
| Admin fee / account holder | $6,470 | $4,981+29.9% | $7,386-12.4% | $6,918-6.5% |