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 | $95,555 | $54,705+74.7% | $71,209+34.2% | $84,808+12.7% |
| Participation rate | 98.6% | 64.1%+34.5pp | 73.8%+24.8pp | 68.3%+30.3pp |
| Annual return | 14.14% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,965 | $2,158+176.4% | $2,721+119.2% | $2,631+126.7% |
| Participant deferral / active EE | $9,205 | $3,030+203.8% | $4,175+120.5% | $4,212+118.6% |
| Admin fee / account holder | $1,949 | $4,863-59.9% | $5,349-63.6% | $7,344-73.5% |