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 | $199,702 | $89,753+122.5% | $107,525+85.7% | $84,808+135.5% |
| Participation rate | 95.4% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.1pp |
| Annual return | 17.68% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,667 | $3,113+114.1% | $3,754+77.6% | $2,631+153.4% |
| Participant deferral / active EE | $6,939 | $4,056+71.1% | $5,116+35.6% | $4,212+64.8% |
| Admin fee / account holder | $22,536 | $7,222+212.0% | $8,919+152.7% | $7,344+206.9% |