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 | $141,350 | $109,881+28.6% | $150,045-5.8% | $84,808+66.7% |
| Participation rate | 86.5% | 76.1%+10.4pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 47.05% | 28.25%+18.8pp | 62.55%-15.5pp | 40.90%+6.2pp |
| Employer contribution / active EE | $19,190 | $3,561+438.9% | $4,693+308.9% | $2,631+629.4% |
| Participant deferral / active EE | $23,777 | $6,636+258.3% | $7,997+197.3% | $4,212+464.6% |
| Admin fee / account holder | $24,664 | $8,568+187.9% | $13,435+83.6% | $7,344+235.8% |