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 | $195,584 | $77,899+151.1% | $149,673+30.7% | $75,163+160.2% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 20.06% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $8,894 | $3,137+183.5% | $4,818+84.6% | $2,670+233.1% |
| Participant deferral / active EE | $17,116 | $3,411+401.8% | $5,680+201.3% | $4,125+314.9% |
| Admin fee / account holder | $722 | $5,956-87.9% | $13,210-94.5% | $5,651-87.2% |