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 | $169,018 | $89,355+89.2% | $141,162+19.7% | $72,985+131.6% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 22.37% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,801 | $3,114+54.2% | $4,735+1.4% | $2,440+96.8% |
| Participant deferral / active EE | $12,286 | $5,418+126.8% | $6,709+83.1% | $3,607+240.6% |
| Admin fee / account holder | $23,663 | $5,958+297.2% | $10,261+130.6% | $5,124+361.8% |