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 | $190,249 | $81,632+133.1% | $70,449+170.1% | $158,922+19.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.85% | 208.40%-194.6pp | 109.03%-95.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $5,036 | $3,217+56.5% | $2,737+84.0% | $4,761+5.8% |
| Participant deferral / active EE | $9,989 | $4,554+119.4% | $3,709+169.4% | $5,982+67.0% |
| Admin fee / account holder | $3,920 | $6,193-36.7% | $3,845+2.0% | $11,246-65.1% |