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 7-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 | $137,562 | $29,319+369.2% | $52,425+162.4% | $82,448+66.8% |
| Participation rate | 84.0% | 46.9%+37.1pp | 55.6%+28.4pp | 68.1%+15.9pp |
| Annual return | 15.49% | 535.20%-519.7pp | 302.12%-286.6pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,816 | $586+209.7% | $914+98.7% | $2,551-28.8% |
| Participant deferral / active EE | $5,222 | $1,171+345.8% | $1,790+191.7% | $4,139+26.2% |
| Admin fee / account holder | $2,722 | $1,962+38.7% | $2,495+9.1% | $7,234-62.4% |