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 | $106,596 | $54,705+94.9% | $71,209+49.7% | $84,808+25.7% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 14.33% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,567 | $2,158+158.0% | $2,721+104.6% | $2,631+111.6% |
| Participant deferral / active EE | $10,574 | $3,030+248.9% | $4,175+153.3% | $4,212+151.1% |
| Admin fee / account holder | $39,842 | $4,863+719.2% | $5,349+644.9% | $7,344+442.5% |