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 | $39,073 | $105,181-62.9% | $159,436-75.5% | $85,850-54.5% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 71.22% | 45.07%+26.1pp | 263.57%-192.3pp | 318.53%-247.3pp |
| Employer contribution / active EE | $8,368 | $3,318+152.2% | $4,829+73.3% | $2,565+226.2% |
| Participant deferral / active EE | $12,272 | $5,945+106.4% | $7,352+66.9% | $3,952+210.5% |
| Admin fee / account holder | $2,231 | $6,933-67.8% | $10,799-79.3% | $6,260-64.4% |