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 | $111,085 | $54,762+102.9% | $90,281+23.0% | $72,985+52.2% |
| Participation rate | 88.0% | 65.1%+22.9pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 20.67% | 30.63%-10.0pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,978 | $2,092+42.3% | $2,854+4.3% | $2,440+22.1% |
| Participant deferral / active EE | $8,005 | $2,887+177.3% | $3,885+106.0% | $3,607+121.9% |
| Admin fee / account holder | $10,438 | $3,972+162.8% | $5,351+95.1% | $5,124+103.7% |