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 6-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 | $120,542 | $79,944+50.8% | $98,439+22.5% | $75,163+60.4% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | 15.17% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,030 | $2,264+33.9% | $3,048-0.6% | $2,670+13.5% |
| Participant deferral / active EE | $3,208 | $3,752-14.5% | $4,738-32.3% | $4,125-22.2% |
| Admin fee / account holder | $20,510 | $6,840+199.9% | $8,948+129.2% | $5,651+263.0% |