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 6-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 | $200,134 | $58,234+243.7% | $81,783+144.7% | $80,874+147.5% |
| Participation rate | 76.1% | 63.4%+12.6pp | 72.4%+3.7pp | 67.6%+8.4pp |
| Annual return | 28.12% | 41.70%-13.6pp | 775.05%-746.9pp | 35.62%-7.5pp |
| Employer contribution / active EE | $2,737 | $2,341+16.9% | $2,913-6.0% | $2,756-0.7% |
| Participant deferral / active EE | $9,029 | $3,283+175.0% | $4,320+109.0% | $4,297+110.1% |
| Admin fee / account holder | $5,275 | $4,982+5.9% | $7,380-28.5% | $6,935-23.9% |