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 | $171,331 | $102,317+67.5% | $146,958+16.6% | $80,856+111.9% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 11.85% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,091 | $3,713+64.1% | $4,933+23.5% | $2,755+121.1% |
| Participant deferral / active EE | $6,364 | $6,644-4.2% | $8,070-21.1% | $4,296+48.1% |
| Admin fee / account holder | $49,380 | $7,941+521.8% | $12,998+279.9% | $6,918+613.8% |