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 | $103,118 | $80,812+27.6% | $160,784-35.9% | $82,448+25.1% |
| Participation rate | 97.4% | 66.2%+31.1pp | 77.0%+20.4pp | 68.1%+29.3pp |
| Annual return | 23.61% | 100.59%-77.0pp | 1803.92%-1780.3pp | 41.64%-18.0pp |
| Employer contribution / active EE | $3,583 | $2,174+64.8% | $3,733-4.0% | $2,551+40.4% |
| Participant deferral / active EE | $9,163 | $4,335+111.3% | $6,293+45.6% | $4,139+121.4% |
| Admin fee / account holder | $2,893 | $7,695-62.4% | $9,717-70.2% | $7,234-60.0% |