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 | $132,310 | $48,230+174.3% | $67,502+96.0% | $80,856+63.6% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.6%+29.5pp |
| Annual return | 14.54% | 18.28%-3.7pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,720 | $2,020+34.7% | $2,731-0.4% | $2,755-1.3% |
| Participant deferral / active EE | $4,049 | $2,924+38.5% | $4,000+1.2% | $4,296-5.7% |
| Admin fee / account holder | $6,121 | $3,681+66.3% | $3,998+53.1% | $6,918-11.5% |