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 | $115,363 | $60,124+91.9% | $90,404+27.6% | $79,858+44.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.12% | 71.94%-49.8pp | 1293.02%-1270.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $13,393 | $2,068+547.7% | $3,262+310.6% | $2,471+442.0% |
| Participant deferral / active EE | $9,577 | $2,938+226.0% | $3,963+141.7% | $3,740+156.1% |
| Admin fee / account holder | $9,257 | $3,976+132.8% | $5,611+65.0% | $5,306+74.5% |