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 7-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 | $239,981 | $81,460+194.6% | $103,333+132.2% | $80,856+196.8% |
| Participation rate | 98.7% | 66.8%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 14.45% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,861 | $3,105+185.4% | $3,868+129.1% | $2,755+221.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,576 | $6,566-30.3% | $8,355-45.2% | $6,918-33.9% |