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 | $98,280 | $88,672+10.8% | $105,223-6.6% | $82,448+19.2% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.2pp |
| Annual return | 18.85% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $6,122 | $3,048+100.9% | $3,689+66.0% | $2,551+140.0% |
| Participant deferral / active EE | $12,661 | $4,036+213.7% | $5,072+149.6% | $4,139+205.9% |
| Admin fee / account holder | $2,224 | $7,146-68.9% | $8,859-74.9% | $7,234-69.3% |