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 | $213,074 | $65,409+225.8% | $98,442+116.4% | $85,850+148.2% |
| Participation rate | 79.4% | 65.0%+14.4pp | 73.3%+6.1pp | 69.3%+10.1pp |
| Annual return | 14.02% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $5,405 | $2,168+149.4% | $2,960+82.6% | $2,565+110.7% |
| Participant deferral / active EE | $10,633 | $3,166+235.8% | $4,276+148.7% | $3,952+169.1% |
| Admin fee / account holder | $45,600 | $4,593+892.9% | $5,949+666.5% | $6,260+628.4% |