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 | $104,808 | $85,202+23.0% | $172,739-39.3% | $72,985+43.6% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 18.60% | 27.32%-8.7pp | 802.84%-784.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $5,652 | $3,324+70.0% | $5,143+9.9% | $2,440+131.7% |
| Participant deferral / active EE | $3,866 | $3,260+18.6% | $5,198-25.6% | $3,607+7.2% |
| Admin fee / account holder | $3,171 | $5,884-46.1% | $13,954-77.3% | $5,124-38.1% |