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 | $176,999 | $58,208+204.1% | $81,812+116.4% | $80,856+118.9% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.3%+24.8pp | 67.6%+29.5pp |
| Annual return | 18.17% | 41.66%-23.5pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $14,094 | $2,340+502.3% | $2,912+383.9% | $2,755+411.6% |
| Participant deferral / active EE | $10,002 | $3,281+204.8% | $4,319+131.6% | $4,296+132.8% |
| Admin fee / account holder | $4,919 | $4,981-1.3% | $7,386-33.4% | $6,918-28.9% |