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 | $124,146 | $76,552+62.2% | $123,892+0.2% | $62,891+97.4% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.7pp | 69.3%+18.8pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,195 | $2,883+114.9% | $4,617+34.2% | $2,281+171.6% |
| Participant deferral / active EE | $7,932 | $4,840+63.9% | $5,984+32.6% | $3,203+147.7% |
| Admin fee / account holder | $21,255 | $4,826+340.5% | $8,357+154.3% | $4,296+394.8% |