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 | $229,168 | $138,347+65.6% | $184,203+24.4% | $80,856+183.4% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 14.47% | 20.02%-5.6pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $10,295 | $4,850+112.3% | $6,427+60.2% | $2,755+273.7% |
| Participant deferral / active EE | $14,830 | $7,071+109.7% | $9,131+62.4% | $4,296+245.2% |
| Admin fee / account holder | $39,964 | $10,483+281.2% | $13,901+187.5% | $6,918+477.7% |