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 7-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 | $122,452 | $89,753+36.4% | $107,525+13.9% | $84,808+44.4% |
| Participation rate | 90.6% | 68.1%+22.5pp | 75.1%+15.5pp | 68.3%+22.3pp |
| Annual return | 16.31% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,131 | $3,113+96.9% | $3,754+63.3% | $2,631+133.0% |
| Participant deferral / active EE | $11,705 | $4,056+188.6% | $5,116+128.8% | $4,212+177.9% |
| Admin fee / account holder | $14,472 | $7,222+100.4% | $8,919+62.3% | $7,344+97.1% |