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 | $128,993 | $48,230+167.5% | $67,502+91.1% | $80,856+59.5% |
| Participation rate | 97.4% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.8pp |
| Annual return | 14.62% | 18.28%-3.7pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,561 | $2,020+125.8% | $2,731+67.0% | $2,755+65.6% |
| Participant deferral / active EE | $4,252 | $2,924+45.4% | $4,000+6.3% | $4,296-1.0% |
| Admin fee / account holder | $8,893 | $3,681+141.6% | $3,998+122.5% | $6,918+28.5% |