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 | $132,659 | $85,202+55.7% | $172,739-23.2% | $72,985+81.8% |
| Participation rate | 84.2% | 70.1%+14.1pp | 82.6%+1.6pp | 69.5%+14.7pp |
| Annual return | 16.43% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $6,902 | $3,324+107.6% | $5,143+34.2% | $2,440+182.9% |
| Participant deferral / active EE | $4,118 | $3,260+26.3% | $5,198-20.8% | $3,607+14.2% |
| Admin fee / account holder | $61,683 | $5,884+948.3% | $13,954+342.0% | $5,124+1103.7% |