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 6-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 | $78,539 | $102,317-23.2% | $146,958-46.6% | $80,856-2.9% |
| Participation rate | 98.1% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 22.28% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $7,356 | $3,713+98.1% | $4,933+49.1% | $2,755+167.0% |
| Participant deferral / active EE | $17,505 | $6,644+163.5% | $8,070+116.9% | $4,296+307.5% |
| Admin fee / account holder | $12,593 | $7,941+58.6% | $12,998-3.1% | $6,918+82.0% |