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 9-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 | $229,605 | $93,571+145.4% | $135,903+68.9% | $75,163+205.5% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 16.22% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $7,968 | $3,537+125.3% | $4,856+64.1% | $2,670+198.4% |
| Participant deferral / active EE | $7,753 | $6,404+21.1% | $7,758-0.1% | $4,125+87.9% |
| Admin fee / account holder | $27,745 | $6,975+297.8% | $10,762+157.8% | $5,651+391.0% |