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 | $208,042 | $87,733+137.1% | $106,548+95.3% | $85,850+142.3% |
| Participation rate | 95.5% | 71.9%+23.5pp | 76.1%+19.3pp | 69.3%+26.1pp |
| Annual return | 35.77% | 21.86%+13.9pp | 26.80%+9.0pp | 318.53%-282.8pp |
| Employer contribution / active EE | $10,277 | $2,073+395.8% | $2,819+264.6% | $2,565+300.6% |
| Participant deferral / active EE | $7,174 | $3,469+106.8% | $4,398+63.1% | $3,952+81.6% |
| Admin fee / account holder | $49,333 | $6,767+629.0% | $7,407+566.0% | $6,260+688.1% |