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 8-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 | $195,420 | $83,902+132.9% | $167,512+16.7% | $84,808+130.4% |
| Participation rate | 98.6% | 66.5%+32.1pp | 77.1%+21.5pp | 68.3%+30.3pp |
| Annual return | 19.69% | 91.55%-71.9pp | 1615.79%-1596.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $7,331 | $2,264+223.8% | $3,882+88.9% | $2,631+178.6% |
| Participant deferral / active EE | $17,864 | $4,442+302.1% | $6,405+178.9% | $4,212+324.2% |
| Admin fee / account holder | $7,988 | $7,915+0.9% | $9,769-18.2% | $7,344+8.8% |