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 | $150,318 | $81,208+85.1% | $98,907+52.0% | $79,858+88.2% |
| Participation rate | 98.1% | 72.5%+25.6pp | 76.0%+22.1pp | 69.6%+28.5pp |
| Annual return | 14.84% | 60.99%-46.2pp | 196.43%-181.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,718 | $1,960+38.7% | $2,689+1.1% | $2,471+10.0% |
| Participant deferral / active EE | $6,204 | $3,265+90.0% | $4,244+46.2% | $3,740+65.9% |
| Admin fee / account holder | $2,843 | $6,013-52.7% | $6,642-57.2% | $5,306-46.4% |