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 | $78,243 | $52,279+49.7% | $89,391-12.5% | $79,858-2.0% |
| Participation rate | 80.7% | 57.5%+23.2pp | 68.0%+12.7pp | 69.6%+11.1pp |
| Annual return | 97.30% | 22.16%+75.1pp | 245.62%-148.3pp | 31.71%+65.6pp |
| Employer contribution / active EE | $12,321 | $1,572+684.0% | $2,586+376.5% | $2,471+398.7% |
| Participant deferral / active EE | $12,388 | $2,740+352.1% | $3,890+218.5% | $3,740+231.2% |
| Admin fee / account holder | $2,942 | $3,356-12.4% | $4,881-39.7% | $5,306-44.6% |