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 | $133,312 | $54,705+143.7% | $71,209+87.2% | $84,808+57.2% |
| Participation rate | 88.1% | 64.1%+24.0pp | 73.8%+14.3pp | 68.3%+19.7pp |
| Annual return | 14.61% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $8,350 | $2,158+286.9% | $2,721+206.9% | $2,631+217.4% |
| Participant deferral / active EE | $8,638 | $3,030+185.0% | $4,175+106.9% | $4,212+105.1% |
| Admin fee / account holder | $2,210 | $4,863-54.6% | $5,349-58.7% | $7,344-69.9% |