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 | $73,515 | $48,230+52.4% | $67,502+8.9% | $80,856-9.1% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.6%+29.0pp |
| Annual return | 16.71% | 18.28%-1.6pp | 3512.12%-3495.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,621 | $2,020+178.3% | $2,731+105.8% | $2,755+104.0% |
| Participant deferral / active EE | $9,420 | $2,924+222.2% | $4,000+135.5% | $4,296+119.3% |
| Admin fee / account holder | $14,903 | $3,681+304.8% | $3,998+272.8% | $6,918+115.4% |