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 | $106,728 | $85,202+25.3% | $172,739-38.2% | $72,985+46.2% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 24.64% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $6,018 | $3,324+81.0% | $5,143+17.0% | $2,440+146.7% |
| Participant deferral / active EE | $11,485 | $3,260+252.3% | $5,198+121.0% | $3,607+218.4% |
| Admin fee / account holder | $5,218 | $5,884-11.3% | $13,954-62.6% | $5,124+1.8% |