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 | $166,013 | $60,022+176.6% | $88,946+86.6% | $84,808+95.8% |
| Participation rate | 90.0% | 57.8%+32.2pp | 68.8%+21.2pp | 68.3%+21.7pp |
| Annual return | 15.92% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,947 | $1,703+249.3% | $2,555+132.8% | $2,631+126.0% |
| Participant deferral / active EE | $13,298 | $3,114+327.1% | $4,581+190.3% | $4,212+215.7% |
| Admin fee / account holder | $17,274 | $4,811+259.0% | $8,261+109.1% | $7,344+135.2% |