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 | $66,858 | $63,346+5.5% | $92,233-27.5% | $70,131-4.7% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 12.89% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $7,021 | $2,471+184.1% | $3,679+90.8% | $2,342+199.7% |
| Participant deferral / active EE | $7,015 | $2,854+145.8% | $3,897+80.0% | $3,332+110.5% |
| Admin fee / account holder | $1,316 | $3,840-65.7% | $5,194-74.7% | $4,645-71.7% |