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 4-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 | $92,096 | $173,345-46.9% | $136,007-32.3% | $145,922-36.9% |
| Participation rate | 95.2% | 80.5%+14.8pp | 76.5%+18.8pp | 80.3%+15.0pp |
| Annual return | 20.69% | 1163.32%-1142.6pp | 579.32%-558.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $8,095 | $5,278+53.4% | $4,217+92.0% | $4,660+73.7% |
| Participant deferral / active EE | $17,267 | $8,699+98.5% | $7,025+145.8% | $6,688+158.2% |
| Admin fee / account holder | $2,871 | $9,954-71.2% | $6,858-58.1% | $13,397-78.6% |