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 | $121,040 | $53,127+127.8% | $86,590+39.8% | $70,131+72.6% |
| Participation rate | 96.5% | 65.3%+31.2pp | 73.5%+22.9pp | 69.5%+27.0pp |
| Annual return | 14.69% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $17,889 | $2,068+765.0% | $2,839+530.0% | $2,342+663.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,457 | $3,585+191.7% | $4,906+113.2% | $4,645+125.1% |