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 9-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 | $159,367 | $65,409+143.6% | $98,442+61.9% | $85,850+85.6% |
| Participation rate | 86.1% | 65.0%+21.1pp | 73.3%+12.8pp | 69.3%+16.8pp |
| Annual return | 31.64% | 21.76%+9.9pp | 1492.73%-1461.1pp | 318.53%-286.9pp |
| Employer contribution / active EE | $1,395 | $2,168-35.6% | $2,960-52.9% | $2,565-45.6% |
| Participant deferral / active EE | $6,948 | $3,166+119.4% | $4,276+62.5% | $3,952+75.8% |
| Admin fee / account holder | $3,877 | $4,593-15.6% | $5,949-34.8% | $6,260-38.1% |