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 | $98,689 | $70,669+39.6% | $169,368-41.7% | $75,163+31.3% |
| Participation rate | 97.3% | 64.8%+32.5pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 19.95% | 36.36%-16.4pp | 405.60%-385.7pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,588 | $2,211+107.6% | $4,013+14.3% | $2,670+71.9% |
| Participant deferral / active EE | $15,593 | $4,311+261.7% | $6,221+150.6% | $4,125+278.0% |
| Admin fee / account holder | $1,635 | $5,402-69.7% | $9,003-81.8% | $5,651-71.1% |