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 | $103,011 | $54,705+88.3% | $71,209+44.7% | $84,808+21.5% |
| Participation rate | 87.5% | 64.1%+23.4pp | 73.8%+13.7pp | 68.3%+19.2pp |
| Annual return | 17.53% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,588 | $2,158+112.6% | $2,721+68.6% | $2,631+74.4% |
| Participant deferral / active EE | $10,452 | $3,030+244.9% | $4,175+150.3% | $4,212+148.2% |
| Admin fee / account holder | $2,121 | $4,863-56.4% | $5,349-60.3% | $7,344-71.1% |