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 | $191,612 | $57,016+236.1% | $84,966+125.5% | $80,856+137.0% |
| Participation rate | 96.2% | 56.3%+39.8pp | 67.5%+28.7pp | 67.6%+28.5pp |
| Annual return | 21.59% | 21.66%-0.1pp | 66.38%-44.8pp | 35.59%-14.0pp |
| Employer contribution / active EE | $10,631 | $1,798+491.4% | $2,727+289.8% | $2,755+285.9% |
| Participant deferral / active EE | $11,920 | $3,110+283.3% | $4,519+163.8% | $4,296+177.5% |
| Admin fee / account holder | $4,710 | $4,980-5.4% | $6,149-23.4% | $6,918-31.9% |