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 | $127,762 | $58,851+117.1% | $115,157+10.9% | $72,985+75.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 21.71% | 23.16%-1.4pp | 35.60%-13.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,195 | $1,798+77.7% | $3,179+0.5% | $2,440+30.9% |
| Participant deferral / active EE | $5,403 | $2,643+104.4% | $4,168+29.6% | $3,607+49.8% |
| Admin fee / account holder | $1,726 | $6,370-72.9% | $7,088-75.7% | $5,124-66.3% |