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 | $105,398 | $54,705+92.7% | $71,209+48.0% | $84,808+24.3% |
| Participation rate | 97.7% | 64.1%+33.6pp | 73.8%+23.9pp | 68.3%+29.4pp |
| Annual return | 17.45% | 35.90%-18.4pp | 282.51%-265.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,237 | $2,158+235.4% | $2,721+166.0% | $2,631+175.1% |
| Participant deferral / active EE | $10,747 | $3,030+254.6% | $4,175+157.4% | $4,212+155.2% |
| Admin fee / account holder | $10,516 | $4,863+116.2% | $5,349+96.6% | $7,344+43.2% |