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 | $230,038 | $148,534+54.9% | $135,903+69.3% | $139,434+65.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 12.12% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $9,950 | $5,243+89.8% | $4,856+104.9% | $4,751+109.4% |
| Participant deferral / active EE | $19,415 | $8,100+139.7% | $7,758+150.3% | $6,710+189.3% |
| Admin fee / account holder | $11,104 | $12,400-10.5% | $10,762+3.2% | $11,403-2.6% |