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 | $80,569 | $65,409+23.2% | $98,442-18.2% | $85,850-6.2% |
| Participation rate | 93.2% | 65.0%+28.2pp | 73.3%+19.8pp | 69.3%+23.9pp |
| Annual return | 18.16% | 21.76%-3.6pp | 1492.73%-1474.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $5,960 | $2,168+174.9% | $2,960+101.4% | $2,565+132.3% |
| Participant deferral / active EE | $6,094 | $3,166+92.5% | $4,276+42.5% | $3,952+54.2% |
| Admin fee / account holder | $22,478 | $4,593+389.4% | $5,949+277.8% | $6,260+259.1% |