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 | $69,850 | $54,762+27.6% | $90,281-22.6% | $72,985-4.3% |
| Participation rate | 90.4% | 65.1%+25.2pp | 73.3%+17.1pp | 69.5%+20.9pp |
| Annual return | 22.16% | 30.63%-8.5pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $5,960 | $2,092+184.8% | $2,854+108.8% | $2,440+144.3% |
| Participant deferral / active EE | $4,560 | $2,887+57.9% | $3,885+17.4% | $3,607+26.4% |
| Admin fee / account holder | $10,520 | $3,972+164.9% | $5,351+96.6% | $5,124+105.3% |