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 | $182,828 | $94,529+93.4% | $140,016+30.6% | $64,186+184.8% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -2.84% | 7.77%-10.6pp | 651.12%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $6,063 | $3,812+59.0% | $5,606+8.2% | $2,381+154.7% |
| Participant deferral / active EE | $7,720 | $5,250+47.0% | $6,927+11.4% | $3,470+122.5% |
| Admin fee / account holder | $6,729 | $6,741-0.2% | $10,705-37.1% | $4,888+37.7% |