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 | $204,307 | $81,460+150.8% | $103,333+97.7% | $80,856+152.7% |
| Participation rate | 92.2% | 66.8%+25.3pp | 74.5%+17.7pp | 67.6%+24.5pp |
| Annual return | 23.60% | 25.55%-1.9pp | 24.88%-1.3pp | 35.59%-12.0pp |
| Employer contribution / active EE | $13,067 | $3,105+320.8% | $3,868+237.8% | $2,755+374.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,841 | $6,566-41.5% | $8,355-54.0% | $6,918-44.5% |