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 | $88,806 | $54,705+62.3% | $71,209+24.7% | $84,808+4.7% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.8%+16.2pp | 68.3%+21.7pp |
| Annual return | 14.04% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,788 | $2,158+121.9% | $2,721+76.0% | $2,631+82.0% |
| Participant deferral / active EE | $5,203 | $3,030+71.7% | $4,175+24.6% | $4,212+23.5% |
| Admin fee / account holder | $10,622 | $4,863+118.4% | $5,349+98.6% | $7,344+44.6% |