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 | $220,058 | $109,881+100.3% | $150,045+46.7% | $84,808+159.5% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,936 | $3,561+122.8% | $4,693+69.1% | $2,631+201.6% |
| Participant deferral / active EE | $17,712 | $6,636+166.9% | $7,997+121.5% | $4,212+320.6% |
| Admin fee / account holder | $32,761 | $8,568+282.4% | $13,435+143.9% | $7,344+346.1% |