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 | $115,027 | $77,899+47.7% | $149,673-23.1% | $75,163+53.0% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,366 | $3,137+102.9% | $4,818+32.1% | $2,670+138.4% |
| Participant deferral / active EE | $2,578 | $3,411-24.4% | $5,680-54.6% | $4,125-37.5% |
| Admin fee / account holder | $1,187 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |