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 | $123,563 | $96,128+28.5% | $136,007-9.1% | $80,856+52.8% |
| Participation rate | 97.4% | 71.2%+26.2pp | 76.5%+21.0pp | 67.6%+29.8pp |
| Annual return | 13.95% | 28.71%-14.8pp | 579.32%-565.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,090 | $3,351-7.8% | $4,217-26.7% | $2,755+12.2% |
| Participant deferral / active EE | $8,324 | $5,709+45.8% | $7,025+18.5% | $4,296+93.8% |
| Admin fee / account holder | $50,915 | $8,236+518.2% | $6,858+642.4% | $6,918+636.0% |