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 | $159,859 | $88,370+80.9% | $112,977+41.5% | $79,858+100.2% |
| Participation rate | 98.2% | 76.8%+21.4pp | 82.6%+15.7pp | 69.6%+28.6pp |
| Annual return | 16.70% | 23.16%-6.5pp | 24.24%-7.5pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,329 | $3,398+56.8% | $4,255+25.3% | $2,471+115.7% |
| Participant deferral / active EE | $11,897 | $4,536+162.3% | $5,836+103.9% | $3,740+218.1% |
| Admin fee / account holder | $3,734 | $5,750-35.1% | $6,294-40.7% | $5,306-29.6% |