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 | $150,001 | $57,016+163.1% | $84,966+76.5% | $80,856+85.5% |
| Participation rate | 97.1% | 56.3%+40.8pp | 67.5%+29.6pp | 67.6%+29.5pp |
| Annual return | 13.73% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,254 | $1,798+247.9% | $2,727+129.3% | $2,755+127.0% |
| Participant deferral / active EE | $15,177 | $3,110+388.1% | $4,519+235.8% | $4,296+253.3% |
| Admin fee / account holder | $5,045 | $4,980+1.3% | $6,149-17.9% | $6,918-27.1% |