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 | $231,732 | $86,286+168.6% | $111,297+108.2% | $85,850+169.9% |
| Participation rate | 94.7% | 73.3%+21.4pp | 77.3%+17.4pp | 69.3%+25.4pp |
| Annual return | 12.42% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $12,184 | $2,043+496.3% | $2,731+346.1% | $2,565+375.0% |
| Participant deferral / active EE | $6,396 | $3,641+75.7% | $4,487+42.5% | $3,952+61.9% |
| Admin fee / account holder | $10,661 | $8,188+30.2% | $7,964+33.9% | $6,260+70.3% |