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 | $66,512 | $60,022+10.8% | $88,946-25.2% | $84,808-21.6% |
| Participation rate | 92.1% | 57.8%+34.2pp | 68.8%+23.2pp | 68.3%+23.8pp |
| Annual return | 17.14% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,237 | $1,703+148.8% | $2,555+65.8% | $2,631+61.0% |
| Participant deferral / active EE | $9,550 | $3,114+206.7% | $4,581+108.4% | $4,212+126.7% |
| Admin fee / account holder | $9,374 | $4,811+94.8% | $8,261+13.5% | $7,344+27.6% |