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 | $143,794 | $89,753+60.2% | $107,525+33.7% | $84,808+69.6% |
| Participation rate | 83.9% | 68.1%+15.8pp | 75.1%+8.8pp | 68.3%+15.6pp |
| Annual return | 14.11% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,355 | $3,113+7.8% | $3,754-10.6% | $2,631+27.5% |
| Participant deferral / active EE | $8,653 | $4,056+113.3% | $5,116+69.2% | $4,212+105.5% |
| Admin fee / account holder | $64,493 | $7,222+793.0% | $8,919+623.1% | $7,344+778.2% |