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 | $56,914 | $81,208-29.9% | $98,907-42.5% | $79,858-28.7% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.8pp | 69.6%+28.2pp |
| Annual return | 20.26% | 60.99%-40.7pp | 196.43%-176.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $5,857 | $1,960+198.9% | $2,689+117.8% | $2,471+137.1% |
| Participant deferral / active EE | $12,548 | $3,265+284.3% | $4,244+195.7% | $3,740+235.5% |
| Admin fee / account holder | $5,451 | $6,013-9.3% | $6,642-17.9% | $5,306+2.7% |