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 | $230,357 | $102,317+125.1% | $146,958+56.8% | $80,856+184.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 15.22% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $13,004 | $3,713+250.2% | $4,933+163.6% | $2,755+372.1% |
| Participant deferral / active EE | $19,863 | $6,644+199.0% | $8,070+146.1% | $4,296+362.4% |
| Admin fee / account holder | $1,290 | $7,941-83.8% | $12,998-90.1% | $6,918-81.3% |