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 | $195,360 | $112,096+74.3% | $95,952+103.6% | $158,922+22.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.31% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,161 | $3,198-63.7% | $2,541-54.3% | $4,761-75.6% |
| Participant deferral / active EE | $5,925 | $4,784+23.8% | $4,167+42.2% | $5,982-1.0% |
| Admin fee / account holder | $413 | $10,130-95.9% | $6,795-93.9% | $11,246-96.3% |