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 | $132,510 | $83,477+58.7% | $125,175+5.9% | $72,985+81.6% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.5%+27.5pp |
| Annual return | 19.64% | 25.78%-6.1pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $4,814 | $2,345+105.3% | $3,865+24.5% | $2,440+97.3% |
| Participant deferral / active EE | $7,285 | $3,585+103.2% | $4,937+47.6% | $3,607+102.0% |
| Admin fee / account holder | $11,110 | $5,517+101.4% | $9,702+14.5% | $5,124+116.8% |