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 | $140,473 | $51,638+172.0% | $68,368+105.5% | $82,448+70.4% |
| Participation rate | 97.9% | 63.6%+34.3pp | 73.8%+24.2pp | 68.1%+29.9pp |
| Annual return | 16.16% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $7,260 | $2,047+254.7% | $2,649+174.1% | $2,551+184.6% |
| Participant deferral / active EE | $11,072 | $2,914+280.0% | $4,123+168.6% | $4,139+167.5% |
| Admin fee / account holder | $18,395 | $4,643+296.2% | $5,150+257.2% | $7,234+154.3% |