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 | $153,083 | $85,202+79.7% | $172,739-11.4% | $72,985+109.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.37% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,809 | $3,324-45.6% | $5,143-64.8% | $2,440-25.9% |
| Participant deferral / active EE | $3,535 | $3,260+8.4% | $5,198-32.0% | $3,607-2.0% |
| Admin fee / account holder | $2,087 | $5,884-64.5% | $13,954-85.0% | $5,124-59.3% |