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 8-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 | $150,518 | $95,416+57.7% | $185,823-19.0% | $85,850+75.3% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | 11.57% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $12,805 | $3,314+286.4% | $5,167+147.8% | $2,565+399.2% |
| Participant deferral / active EE | $10,912 | $3,423+218.7% | $5,568+96.0% | $3,952+176.1% |
| Admin fee / account holder | $29,468 | $7,213+308.6% | $16,237+81.5% | $6,260+370.8% |