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 8-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 | $76,148 | $58,208+30.8% | $81,812-6.9% | $80,856-5.8% |
| Participation rate | 93.7% | 63.4%+30.2pp | 72.3%+21.3pp | 67.6%+26.0pp |
| Annual return | 13.58% | 41.66%-28.1pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,225 | $2,340+123.3% | $2,912+79.4% | $2,755+89.7% |
| Participant deferral / active EE | $5,151 | $3,281+57.0% | $4,319+19.3% | $4,296+19.9% |
| Admin fee / account holder | $15,461 | $4,981+210.4% | $7,386+109.3% | $6,918+123.5% |