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 | $212,004 | $123,793+71.3% | $177,821+19.2% | $79,858+165.5% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 18.40% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $9,443 | $4,095+130.6% | $5,918+59.6% | $2,471+282.2% |
| Participant deferral / active EE | $18,199 | $5,956+205.5% | $7,714+135.9% | $3,740+386.6% |
| Admin fee / account holder | $14,367 | $7,243+98.4% | $12,427+15.6% | $5,306+170.8% |