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 6-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 | $220,563 | $86,286+155.6% | $111,297+98.2% | $85,850+156.9% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 16.84% | 19.99%-3.1pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $9,220 | $2,043+351.2% | $2,731+237.6% | $2,565+259.4% |
| Participant deferral / active EE | $6,908 | $3,641+89.7% | $4,487+53.9% | $3,952+74.8% |
| Admin fee / account holder | $23,382 | $8,188+185.6% | $7,964+193.6% | $6,260+273.5% |