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 | $200,048 | $25,014+699.8% | $69,647+187.2% | $80,856+147.4% |
| Participation rate | 88.9% | 64.2%+24.6pp | 66.5%+22.4pp | 67.6%+21.3pp |
| Annual return | 19.99% | 19.07%+0.9pp | 100.48%-80.5pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,351 | $993+36.1% | $1,712-21.1% | $2,755-50.9% |
| Participant deferral / active EE | $4,208 | $1,839+128.9% | $2,886+45.8% | $4,296-2.0% |
| Admin fee / account holder | $2,576 | $2,488+3.5% | $4,713-45.3% | $6,918-62.8% |