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 | $120,282 | $58,208+106.6% | $81,812+47.0% | $80,856+48.8% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 12.63% | 41.66%-29.0pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,496 | $2,340+6.7% | $2,912-14.3% | $2,755-9.4% |
| Participant deferral / active EE | $5,185 | $3,281+58.0% | $4,319+20.1% | $4,296+20.7% |
| Admin fee / account holder | $11,136 | $4,981+123.6% | $7,386+50.8% | $6,918+61.0% |