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 5-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 | $175,359 | $58,208+201.3% | $81,812+114.3% | $80,856+116.9% |
| Participation rate | 97.7% | 63.4%+34.3pp | 72.3%+25.3pp | 67.6%+30.0pp |
| Annual return | 16.99% | 41.66%-24.7pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $20,310 | $2,340+768.0% | $2,912+597.4% | $2,755+637.3% |
| Participant deferral / active EE | $19,246 | $3,281+486.6% | $4,319+345.7% | $4,296+348.0% |
| Admin fee / account holder | $2,083 | $4,981-58.2% | $7,386-71.8% | $6,918-69.9% |