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 | $235,657 | $109,881+114.5% | $150,045+57.1% | $84,808+177.9% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,643 | $3,561+86.5% | $4,693+41.6% | $2,631+152.5% |
| Participant deferral / active EE | $10,192 | $6,636+53.6% | $7,997+27.4% | $4,212+142.0% |
| Admin fee / account holder | $20,180 | $8,568+135.5% | $13,435+50.2% | $7,344+174.8% |