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 | $66,319 | $144,119-54.0% | $117,854-43.7% | $147,584-55.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 14.95% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $7,571 | $4,896+54.6% | $3,786+100.0% | $4,876+55.3% |
| Participant deferral / active EE | $10,457 | $5,316+96.7% | $4,482+133.3% | $5,439+92.3% |
| Admin fee / account holder | $7,760 | $10,886-28.7% | $8,020-3.2% | $10,885-28.7% |