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 9-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 | $146,557 | $98,750+48.4% | $149,696-2.1% | $79,858+83.5% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 14.25% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,743 | $3,216-14.7% | $4,644-40.9% | $2,471+11.0% |
| Participant deferral / active EE | $6,995 | $5,680+23.2% | $6,842+2.2% | $3,740+87.0% |
| Admin fee / account holder | $7,574 | $6,053+25.1% | $9,309-18.6% | $5,306+42.7% |