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 | $232,860 | $57,281+306.5% | $86,612+168.9% | $75,163+209.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 19.72% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $5,478 | $2,314+136.7% | $3,022+81.2% | $2,670+105.2% |
| Participant deferral / active EE | $11,360 | $3,318+242.4% | $4,438+156.0% | $4,125+175.4% |
| Admin fee / account holder | $2,129 | $4,112-48.2% | $5,614-62.1% | $5,651-62.3% |