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 8-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 | $70,911 | $56,317+25.9% | $71,209-0.4% | $74,304-4.6% |
| Participation rate | 94.6% | 55.1%+39.5pp | 73.8%+20.8pp | 60.3%+34.2pp |
| Annual return | 26.99% | 42.83%-15.8pp | 282.51%-255.5pp | 29.43%-2.4pp |
| Employer contribution / active EE | $4,306 | $2,160+99.3% | $2,721+58.2% | $2,241+92.1% |
| Participant deferral / active EE | $11,344 | $2,788+306.9% | $4,175+171.7% | $3,767+201.1% |
| Admin fee / account holder | $6,989 | $2,290+205.2% | $5,349+30.7% | $2,969+135.4% |