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 | $106,729 | $76,407+39.7% | $150,298-29.0% | $82,448+29.4% |
| Participation rate | 94.6% | 66.4%+28.2pp | 77.8%+16.8pp | 68.1%+26.5pp |
| Annual return | 22.19% | 39.99%-17.8pp | 62.79%-40.6pp | 41.64%-19.4pp |
| Employer contribution / active EE | $5,006 | $2,614+91.5% | $4,154+20.5% | $2,551+96.3% |
| Participant deferral / active EE | $17,276 | $3,214+437.5% | $5,453+216.8% | $4,139+317.4% |
| Admin fee / account holder | $32,263 | $6,352+407.9% | $14,116+128.6% | $7,234+346.0% |