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 | $249,809 | $56,053+345.7% | $75,972+228.8% | $80,856+209.0% |
| Participation rate | 92.3% | 62.0%+30.3pp | 69.1%+23.3pp | 67.6%+24.7pp |
| Annual return | 11.82% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $766 | $1,874-59.1% | $2,685-71.5% | $2,755-72.2% |
| Participant deferral / active EE | $6,472 | $3,052+112.1% | $4,255+52.1% | $4,296+50.7% |
| Admin fee / account holder | $616 | $5,234-88.2% | $6,467-90.5% | $6,918-91.1% |