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 | $170,697 | $79,944+113.5% | $98,439+73.4% | $75,163+127.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 26.05% | 19.75%+6.3pp | 21.16%+4.9pp | 160.62%-134.6pp |
| Employer contribution / active EE | $3,468 | $2,264+53.2% | $3,048+13.8% | $2,670+29.9% |
| Participant deferral / active EE | $6,463 | $3,752+72.2% | $4,738+36.4% | $4,125+56.7% |
| Admin fee / account holder | $26,356 | $6,840+285.3% | $8,948+194.6% | $5,651+366.4% |