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 | $155,132 | $77,813+99.4% | $123,544+25.6% | $64,186+141.7% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.1pp |
| Annual return | -5.93% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,188 | $3,014+72.2% | $4,628+12.1% | $2,381+117.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,991 | $5,519+135.4% | $9,284+39.9% | $4,888+165.8% |