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 | $194,780 | $58,208+234.6% | $81,812+138.1% | $80,856+140.9% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.3%+15.8pp | 67.6%+20.5pp |
| Annual return | 12.72% | 41.66%-28.9pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,469 | $2,340+91.0% | $2,912+53.5% | $2,755+62.2% |
| Participant deferral / active EE | $7,793 | $3,281+137.5% | $4,319+80.5% | $4,296+81.4% |
| Admin fee / account holder | $17,659 | $4,981+254.5% | $7,386+139.1% | $6,918+155.3% |