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 | $234,694 | $87,733+167.5% | $106,548+120.3% | $85,850+173.4% |
| Participation rate | 87.1% | 71.9%+15.2pp | 76.1%+11.0pp | 69.3%+17.8pp |
| Annual return | 13.34% | 21.86%-8.5pp | 26.80%-13.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $10,085 | $2,073+386.5% | $2,819+257.8% | $2,565+293.2% |
| Participant deferral / active EE | $5,459 | $3,469+57.4% | $4,398+24.1% | $3,952+38.1% |
| Admin fee / account holder | $50,134 | $6,767+640.8% | $7,407+576.8% | $6,260+700.9% |