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 | $58,208+243.8% | $81,812+144.6% | $80,856+147.5% |
| Participation rate | 76.1% | 63.4%+12.7pp | 72.3%+3.7pp | 67.6%+8.4pp |
| Annual return | 28.12% | 41.66%-13.5pp | 773.79%-745.7pp | 35.59%-7.5pp |
| Employer contribution / active EE | $2,737 | $2,340+17.0% | $2,912-6.0% | $2,755-0.7% |
| Participant deferral / active EE | $9,029 | $3,281+175.2% | $4,319+109.1% | $4,296+110.2% |
| Admin fee / account holder | $5,275 | $4,981+5.9% | $7,386-28.6% | $6,918-23.8% |