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 | $88,862 | $51,638+72.1% | $68,368+30.0% | $82,448+7.8% |
| Participation rate | 87.5% | 63.6%+23.9pp | 73.8%+13.7pp | 68.1%+19.4pp |
| Annual return | 16.97% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,841 | $2,047+87.7% | $2,649+45.0% | $2,551+50.6% |
| Participant deferral / active EE | $3,920 | $2,914+34.5% | $4,123-4.9% | $4,139-5.3% |
| Admin fee / account holder | $1,564 | $4,643-66.3% | $5,150-69.6% | $7,234-78.4% |