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 | $126,270 | $89,753+40.7% | $107,525+17.4% | $84,808+48.9% |
| Participation rate | 94.0% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.7pp |
| Annual return | 17.99% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $9,691 | $3,113+211.3% | $3,754+158.2% | $2,631+268.3% |
| Participant deferral / active EE | $7,333 | $4,056+80.8% | $5,116+43.3% | $4,212+74.1% |
| Admin fee / account holder | $1,481 | $7,222-79.5% | $8,919-83.4% | $7,344-79.8% |