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 | $165,754 | $85,202+94.5% | $172,739-4.0% | $72,985+127.1% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 20.16% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $13,807 | $3,324+315.3% | $5,143+168.5% | $2,440+465.9% |
| Participant deferral / active EE | $6,007 | $3,260+84.3% | $5,198+15.6% | $3,607+66.5% |
| Admin fee / account holder | $1,756 | $5,884-70.2% | $13,954-87.4% | $5,124-65.7% |