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 | $174,229 | $93,571+86.2% | $135,903+28.2% | $75,163+131.8% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 18.19% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $6,832 | $3,537+93.2% | $4,856+40.7% | $2,670+155.9% |
| Participant deferral / active EE | $15,082 | $6,404+135.5% | $7,758+94.4% | $4,125+265.6% |
| Admin fee / account holder | $4,996 | $6,975-28.4% | $10,762-53.6% | $5,651-11.6% |