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 | $122,333 | $52,279+134.0% | $89,391+36.9% | $79,858+53.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 20.79% | 22.16%-1.4pp | 245.62%-224.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $4,429 | $1,572+181.8% | $2,586+71.3% | $2,471+79.3% |
| Participant deferral / active EE | $11,277 | $2,740+311.5% | $3,890+189.9% | $3,740+201.5% |
| Admin fee / account holder | $1,816 | $3,356-45.9% | $4,881-62.8% | $5,306-65.8% |