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 7-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 | $29,273 | $105,181-72.2% | $159,436-81.6% | $85,850-65.9% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.4pp | 69.3%+26.9pp |
| Annual return | 67.89% | 45.07%+22.8pp | 263.57%-195.7pp | 318.53%-250.6pp |
| Employer contribution / active EE | $8,131 | $3,318+145.1% | $4,829+68.4% | $2,565+217.0% |
| Participant deferral / active EE | $7,595 | $5,945+27.8% | $7,352+3.3% | $3,952+92.2% |
| Admin fee / account holder | $2,239 | $6,933-67.7% | $10,799-79.3% | $6,260-64.2% |