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 | $80,717+32.2% | $154,803-31.1% | $84,808+25.8% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 22.19% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $5,006 | $2,761+81.3% | $4,305+16.3% | $2,631+90.3% |
| Participant deferral / active EE | $17,276 | $3,303+423.0% | $5,540+211.8% | $4,212+310.2% |
| Admin fee / account holder | $32,263 | $6,746+378.3% | $14,329+125.2% | $7,344+339.3% |