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 | $147,026 | $89,355+64.5% | $141,162+4.2% | $72,985+101.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 23.83% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $6,306 | $3,114+102.5% | $4,735+33.2% | $2,440+158.5% |
| Participant deferral / active EE | $9,728 | $5,418+79.5% | $6,709+45.0% | $3,607+169.7% |
| Admin fee / account holder | $19,589 | $5,958+228.8% | $10,261+90.9% | $5,124+282.3% |