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 | $240,358 | $109,881+118.7% | $150,045+60.2% | $84,808+183.4% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.4pp | 68.3%+19.4pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,200 | $3,561+102.2% | $4,693+53.4% | $2,631+173.7% |
| Participant deferral / active EE | $11,258 | $6,636+69.6% | $7,997+40.8% | $4,212+167.3% |
| Admin fee / account holder | $3,211 | $8,568-62.5% | $13,435-76.1% | $7,344-56.3% |