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 | $193,015 | $133,040+45.1% | $119,258+61.8% | $79,386+143.1% |
| Participation rate | 93.2% | 80.9%+12.3pp | 82.7%+10.5pp | 70.7%+22.5pp |
| Annual return | 19.97% | 20.05%-0.1pp | 30.69%-10.7pp | 116.85%-96.9pp |
| Employer contribution / active EE | $7,580 | $4,390+72.7% | $4,384+72.9% | $2,427+212.3% |
| Participant deferral / active EE | $12,246 | $6,448+89.9% | $6,111+100.4% | $4,046+202.7% |
| Admin fee / account holder | $19,040 | $686+2673.8% | $7,226+163.5% | $626+2939.4% |