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 | $226,014 | $109,881+105.7% | $150,045+50.6% | $84,808+166.5% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 17.51% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $8,823 | $3,561+147.8% | $4,693+88.0% | $2,631+235.4% |
| Participant deferral / active EE | $17,520 | $6,636+164.0% | $7,997+119.1% | $4,212+316.0% |
| Admin fee / account holder | $31,492 | $8,568+267.6% | $13,435+134.4% | $7,344+328.8% |