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 | $84,805 | $60,124+41.0% | $90,404-6.2% | $79,858+6.2% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 17.29% | 71.94%-54.7pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $7,063 | $2,068+241.6% | $3,262+116.5% | $2,471+185.9% |
| Participant deferral / active EE | $6,909 | $2,938+135.2% | $3,963+74.3% | $3,740+84.7% |
| Admin fee / account holder | $7,487 | $3,976+88.3% | $5,611+33.4% | $5,306+41.1% |