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 | $135,522 | $100,773+34.5% | $88,946+52.4% | $142,382-4.8% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 16.42% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,215 | $2,918+250.1% | $2,555+299.8% | $4,299+137.6% |
| Participant deferral / active EE | $6,018 | $5,230+15.1% | $4,581+31.4% | $6,507-7.5% |
| Admin fee / account holder | $8,730 | $9,693-9.9% | $8,261+5.7% | $12,624-30.8% |