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 | $151,961 | $100,041+51.9% | $149,718+1.5% | $70,131+116.7% |
| Participation rate | 91.0% | 83.6%+7.4pp | 87.1%+4.0pp | 69.5%+21.5pp |
| Annual return | 18.19% | 27.43%-9.2pp | 1501.63%-1483.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $16,730 | $3,662+356.9% | $5,445+207.3% | $2,342+614.2% |
| Participant deferral / active EE | $12,119 | $4,983+143.2% | $6,569+84.5% | $3,332+263.7% |
| Admin fee / account holder | $2,283 | $8,286-72.5% | $11,283-79.8% | $4,645-50.9% |