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 | $94,037 | $53,127+77.0% | $86,590+8.6% | $70,131+34.1% |
| Participation rate | 98.3% | 65.3%+33.0pp | 73.5%+24.7pp | 69.5%+28.7pp |
| Annual return | 21.64% | 27.66%-6.0pp | 964.84%-943.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $10,796 | $2,068+422.0% | $2,839+280.2% | $2,342+360.9% |
| Participant deferral / active EE | $7,114 | $2,696+163.9% | $3,609+97.1% | $3,332+113.5% |
| Admin fee / account holder | $1,200 | $3,585-66.5% | $4,906-75.5% | $4,645-74.2% |