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 | $94,552 | $48,046+96.8% | $84,611+11.8% | $72,985+29.6% |
| Participation rate | 92.0% | 57.6%+34.4pp | 68.2%+23.8pp | 69.5%+22.5pp |
| Annual return | 24.44% | 37.38%-12.9pp | 258.74%-234.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $4,576 | $1,602+185.7% | $2,652+72.5% | $2,440+87.5% |
| Participant deferral / active EE | $9,277 | $2,680+246.1% | $3,899+137.9% | $3,607+157.2% |
| Admin fee / account holder | $6,609 | $3,395+94.7% | $4,912+34.5% | $5,124+29.0% |