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 | $200,017 | $98,750+102.5% | $149,696+33.6% | $79,858+150.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 17.73% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $6,519 | $3,216+102.7% | $4,644+40.4% | $2,471+163.8% |
| Participant deferral / active EE | $6,695 | $5,680+17.9% | $6,842-2.1% | $3,740+79.0% |
| Admin fee / account holder | $1,683 | $6,053-72.2% | $9,309-81.9% | $5,306-68.3% |