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 | $154,223 | $80,812+90.8% | $160,784-4.1% | $82,448+87.1% |
| Participation rate | 96.4% | 66.2%+30.2pp | 77.0%+19.5pp | 68.1%+28.4pp |
| Annual return | 16.25% | 100.59%-84.3pp | 1803.92%-1787.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $9,948 | $2,174+357.6% | $3,733+166.5% | $2,551+290.0% |
| Participant deferral / active EE | $15,433 | $4,335+256.0% | $6,293+145.2% | $4,139+272.8% |
| Admin fee / account holder | $13,315 | $7,695+73.0% | $9,717+37.0% | $7,234+84.0% |