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 8-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 | $243,060 | $60,892+299.2% | $82,389+195.0% | $84,808+186.6% |
| Participation rate | 93.8% | 63.3%+30.5pp | 69.5%+24.2pp | 68.3%+25.4pp |
| Annual return | 13.49% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,950 | $1,779+290.6% | $2,517+176.1% | $2,631+164.2% |
| Participant deferral / active EE | $13,290 | $3,179+318.1% | $4,155+219.9% | $4,212+215.6% |
| Admin fee / account holder | $41,558 | $5,467+660.1% | $7,231+474.7% | $7,344+465.9% |