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 | $145,056 | $100,923+43.7% | $150,045-3.3% | $74,304+95.2% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.1pp | 60.3%+37.0pp |
| Annual return | 33.78% | 51.77%-18.0pp | 62.55%-28.8pp | 29.43%+4.3pp |
| Employer contribution / active EE | $11,853 | $3,463+242.2% | $4,693+152.6% | $2,241+428.9% |
| Participant deferral / active EE | $13,682 | $6,709+103.9% | $7,997+71.1% | $3,767+263.2% |
| Admin fee / account holder | $9,081 | $2,767+228.2% | $13,435-32.4% | $2,969+205.9% |