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 | $179,454 | $113,339+58.3% | $94,993+88.9% | $147,584+21.6% |
| Participation rate | 92.9% | 78.0%+14.9pp | 73.9%+19.0pp | 82.8%+10.0pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,174 | $3,160+32.1% | $2,603+60.3% | $4,876-14.4% |
| Participant deferral / active EE | $5,892 | $3,777+56.0% | $3,317+77.6% | $5,439+8.3% |
| Admin fee / account holder | $5,679 | $6,063-6.3% | $4,960+14.5% | $10,885-47.8% |