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 8-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 | $168,586 | $109,881+53.4% | $150,045+12.4% | $84,808+98.8% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 20.08% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $10,981 | $3,561+208.3% | $4,693+134.0% | $2,631+317.4% |
| Participant deferral / active EE | $18,994 | $6,636+186.2% | $7,997+137.5% | $4,212+351.0% |
| Admin fee / account holder | $4,590 | $8,568-46.4% | $13,435-65.8% | $7,344-37.5% |