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 | $97,825 | $56,114+74.3% | $96,139+1.8% | $85,850+13.9% |
| Participation rate | 93.1% | 56.7%+36.4pp | 68.4%+24.7pp | 69.3%+23.8pp |
| Annual return | 22.70% | 42.30%-19.6pp | 191.94%-169.2pp | 318.53%-295.8pp |
| Employer contribution / active EE | $4,302 | $1,620+165.6% | $2,797+53.8% | $2,565+67.7% |
| Participant deferral / active EE | $7,991 | $2,859+179.5% | $4,349+83.8% | $3,952+102.2% |
| Admin fee / account holder | $5,286 | $3,768+40.3% | $5,537-4.5% | $6,260-15.6% |