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 | $84,146 | $48,230+74.5% | $67,502+24.7% | $80,856+4.1% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+29.9pp |
| Annual return | 15.41% | 18.28%-2.9pp | 3512.12%-3496.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,149 | $2,020+105.4% | $2,731+51.9% | $2,755+50.6% |
| Participant deferral / active EE | $8,663 | $2,924+196.3% | $4,000+116.6% | $4,296+101.7% |
| Admin fee / account holder | $47,336 | $3,681+1185.9% | $3,998+1084.1% | $6,918+584.2% |