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 6-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 | $185,414 | $85,766+116.2% | $136,294+36.0% | $70,131+164.4% |
| Participation rate | 98.8% | 74.2%+24.7pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 14.55% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $7,818 | $2,966+163.6% | $4,695+66.5% | $2,342+233.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,105 | $5,420+252.5% | $9,243+106.7% | $4,645+311.3% |