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 | $115,962 | $56,053+106.9% | $75,972+52.6% | $80,856+43.4% |
| Participation rate | 70.4% | 62.0%+8.3pp | 69.1%+1.3pp | 67.6%+2.7pp |
| Annual return | 10.64% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,003 | $1,874+6.9% | $2,685-25.4% | $2,755-27.3% |
| Participant deferral / active EE | $4,615 | $3,052+51.2% | $4,255+8.4% | $4,296+7.4% |
| Admin fee / account holder | $46,764 | $5,234+793.6% | $6,467+623.2% | $6,918+576.0% |