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 8-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 | $231,688 | $114,381+102.6% | $107,525+115.5% | $142,382+62.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 20.30% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $19,925 | $4,015+396.3% | $3,754+430.8% | $4,299+363.5% |
| Participant deferral / active EE | $28,880 | $5,564+419.0% | $5,116+464.5% | $6,507+343.8% |
| Admin fee / account holder | $12,838 | $9,860+30.2% | $8,919+43.9% | $12,624+1.7% |