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 | $100,855 | $88,672+13.7% | $105,223-4.2% | $82,448+22.3% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 18.89% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,874 | $3,048+59.9% | $3,689+32.1% | $2,551+91.1% |
| Participant deferral / active EE | $8,648 | $4,036+114.3% | $5,072+70.5% | $4,139+108.9% |
| Admin fee / account holder | $3,323 | $7,146-53.5% | $8,859-62.5% | $7,234-54.1% |