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 | $95,725 | $91,190+5.0% | $178,490-46.4% | $79,858+19.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.04% | 24.19%-6.1pp | 151.07%-133.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $12,442 | $3,256+282.2% | $5,011+148.3% | $2,471+403.6% |
| Participant deferral / active EE | $6,832 | $3,236+111.1% | $5,202+31.4% | $3,740+82.7% |
| Admin fee / account holder | $1,526 | $6,751-77.4% | $13,984-89.1% | $5,306-71.2% |