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 | $79,833 | $59,101+35.1% | $77,163+3.5% | $75,163+6.2% |
| Participation rate | 93.4% | 63.9%+29.6pp | 69.6%+23.8pp | 67.2%+26.2pp |
| Annual return | 16.50% | 26.71%-10.2pp | 37.87%-21.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,625 | $1,995+31.6% | $2,535+3.6% | $2,670-1.7% |
| Participant deferral / active EE | $5,417 | $2,999+80.6% | $3,833+41.3% | $4,125+31.3% |
| Admin fee / account holder | $7,438 | $4,774+55.8% | $5,472+35.9% | $5,651+31.6% |