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 | $127,950 | $54,705+133.9% | $71,209+79.7% | $84,808+50.9% |
| Participation rate | 96.3% | 64.1%+32.2pp | 73.8%+22.5pp | 68.3%+28.0pp |
| Annual return | 13.91% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,839 | $2,158+31.6% | $2,721+4.3% | $2,631+7.9% |
| Participant deferral / active EE | $5,806 | $3,030+91.6% | $4,175+39.1% | $4,212+37.9% |
| Admin fee / account holder | $8,800 | $4,863+80.9% | $5,349+64.5% | $7,344+19.8% |