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 | $99,281 | $52,279+89.9% | $89,391+11.1% | $79,858+24.3% |
| Participation rate | 88.5% | 57.5%+30.9pp | 68.0%+20.5pp | 69.6%+18.8pp |
| Annual return | 17.55% | 22.16%-4.6pp | 245.62%-228.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $14,931 | $1,572+850.1% | $2,586+477.5% | $2,471+504.3% |
| Participant deferral / active EE | $10,122 | $2,740+269.4% | $3,890+160.2% | $3,740+170.6% |
| Admin fee / account holder | $4,369 | $3,356+30.2% | $4,881-10.5% | $5,306-17.7% |