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 | $55,951 | $226,064-75.3% | $182,532-69.3% | $152,861-63.4% |
| Participation rate | 92.3% | 82.5%+9.9pp | 78.0%+14.3pp | 82.4%+9.9pp |
| Annual return | 19.56% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $9,568 | $4,978+92.2% | $4,076+134.7% | $4,762+100.9% |
| Participant deferral / active EE | $4,638 | $6,368-27.2% | $5,524-16.1% | $5,850-20.7% |
| Admin fee / account holder | $12,078 | $10,703+12.8% | $8,592+40.6% | $11,596+4.2% |