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 | $93,620 | $45,073+107.7% | $69,455+34.8% | $72,985+28.3% |
| Participation rate | 98.5% | 68.5%+30.0pp | 74.6%+23.9pp | 69.5%+29.0pp |
| Annual return | 21.32% | 22.65%-1.3pp | 28.97%-7.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $10,840 | $2,054+427.8% | $2,779+290.1% | $2,440+344.3% |
| Participant deferral / active EE | $6,618 | $2,602+154.4% | $3,535+87.2% | $3,607+83.5% |
| Admin fee / account holder | $4,838 | $3,056+58.3% | $3,839+26.0% | $5,124-5.6% |