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 | $234,331 | $86,286+171.6% | $111,297+110.5% | $85,850+173.0% |
| Participation rate | 78.8% | 73.3%+5.5pp | 77.3%+1.5pp | 69.3%+9.5pp |
| Annual return | 14.47% | 19.99%-5.5pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,505 | $2,043+22.6% | $2,731-8.3% | $2,565-2.3% |
| Participant deferral / active EE | $6,290 | $3,641+72.8% | $4,487+40.2% | $3,952+59.2% |
| Admin fee / account holder | $62,267 | $8,188+660.5% | $7,964+681.9% | $6,260+894.7% |