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 | $146,332 | $49,922+193.1% | $80,569+81.6% | $75,163+94.7% |
| Participation rate | 92.1% | 55.3%+36.8pp | 67.0%+25.1pp | 67.2%+24.9pp |
| Annual return | 29.90% | 34.69%-4.8pp | 935.43%-905.5pp | 160.62%-130.7pp |
| Employer contribution / active EE | $16,105 | $1,698+848.3% | $2,723+491.3% | $2,670+503.2% |
| Participant deferral / active EE | $16,273 | $2,990+444.2% | $4,447+265.9% | $4,125+294.5% |
| Admin fee / account holder | $2,129 | $3,577-40.5% | $5,377-60.4% | $5,651-62.3% |