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 | $218,200 | $91,552+138.3% | $133,956+62.9% | $79,858+173.2% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 12.75% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $6,125 | $2,384+157.0% | $3,919+56.3% | $2,471+147.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $111,977 | $6,321+1671.6% | $8,927+1154.3% | $5,306+2010.3% |