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 7-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 | $121,239 | $91,190+33.0% | $178,490-32.1% | $79,858+51.8% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 16.03% | 24.19%-8.2pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,940 | $3,256-9.7% | $5,011-41.3% | $2,471+19.0% |
| Participant deferral / active EE | $12,876 | $3,236+297.9% | $5,202+147.5% | $3,740+244.3% |
| Admin fee / account holder | $18,100 | $6,751+168.1% | $13,984+29.4% | $5,306+241.1% |