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 | $72,669 | $57,281+26.9% | $86,612-16.1% | $75,163-3.3% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 22.08% | 2670.75%-2648.7pp | 591.07%-569.0pp | 160.62%-138.5pp |
| Employer contribution / active EE | $5,548 | $2,314+139.7% | $3,022+83.5% | $2,670+107.8% |
| Participant deferral / active EE | $6,794 | $3,318+104.8% | $4,438+53.1% | $4,125+64.7% |
| Admin fee / account holder | $5,070 | $4,112+23.3% | $5,614-9.7% | $5,651-10.3% |