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 | $193,132 | $74,888+157.9% | $71,209+171.2% | $142,382+35.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 16.27% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $22,262 | $2,854+679.9% | $2,721+718.2% | $4,299+417.8% |
| Participant deferral / active EE | $6,401 | $4,454+43.7% | $4,175+53.3% | $6,507-1.6% |
| Admin fee / account holder | $790 | $5,568-85.8% | $5,349-85.2% | $12,624-93.7% |