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 | $117,039 | $78,422+49.2% | $95,952+22.0% | $79,858+46.6% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 15.02% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,987 | $1,945+53.6% | $2,541+17.6% | $2,471+20.9% |
| Participant deferral / active EE | $5,385 | $3,440+56.5% | $4,167+29.2% | $3,740+44.0% |
| Admin fee / account holder | $5,347 | $5,622-4.9% | $6,795-21.3% | $5,306+0.8% |