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 6-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 | $192,967 | $97,125+98.7% | $86,233+123.8% | $137,256+40.6% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.0%+26.2pp | 80.0%+15.3pp |
| Annual return | 17.52% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $13,439 | $2,841+373.0% | $2,504+436.6% | $4,156+223.4% |
| Participant deferral / active EE | $17,374 | $5,180+235.4% | $4,559+281.1% | $6,407+171.2% |
| Admin fee / account holder | $30,494 | $9,725+213.6% | $8,342+265.5% | $12,270+148.5% |