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 | $236,050 | $81,233+190.6% | $155,567+51.7% | $80,874+191.9% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 20.93% | 33.33%-12.4pp | 64.74%-43.8pp | 35.62%-14.7pp |
| Employer contribution / active EE | $3,850 | $3,101+24.1% | $4,674-17.6% | $2,756+39.7% |
| Participant deferral / active EE | $3,150 | $3,452-8.8% | $5,628-44.0% | $4,297-26.7% |
| Admin fee / account holder | $93,072 | $7,998+1063.7% | $15,916+484.8% | $6,935+1242.0% |