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 | $117,136 | $98,750+18.6% | $149,696-21.8% | $79,858+46.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.60%-263.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,034 | $3,216-5.7% | $4,644-34.7% | $2,471+22.8% |
| Participant deferral / active EE | $9,146 | $5,680+61.0% | $6,842+33.7% | $3,740+144.6% |
| Admin fee / account holder | $24,275 | $6,053+301.1% | $9,309+160.8% | $5,306+357.5% |