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 | $83,902+22.9% | $167,512-38.4% | $84,808+21.6% |
| Participation rate | 97.4% | 66.5%+30.9pp | 77.1%+20.3pp | 68.3%+29.1pp |
| Annual return | 23.61% | 91.55%-67.9pp | 1615.79%-1592.2pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,583 | $2,264+58.3% | $3,882-7.7% | $2,631+36.2% |
| Participant deferral / active EE | $9,163 | $4,442+106.3% | $6,405+43.1% | $4,212+117.6% |
| Admin fee / account holder | $2,893 | $7,915-63.4% | $9,769-70.4% | $7,344-60.6% |