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 | $160,551 | $60,022+167.5% | $88,946+80.5% | $84,808+89.3% |
| Participation rate | 95.0% | 57.8%+37.2pp | 68.8%+26.2pp | 68.3%+26.7pp |
| Annual return | 19.95% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,912 | $1,703+188.5% | $2,555+92.3% | $2,631+86.7% |
| Participant deferral / active EE | $10,581 | $3,114+239.8% | $4,581+130.9% | $4,212+151.2% |
| Admin fee / account holder | $2,491 | $4,811-48.2% | $8,261-69.8% | $7,344-66.1% |