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 8-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 | $73,492 | $109,817-33.1% | $98,442-25.3% | $167,490-56.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 18.53% | 1956.69%-1938.2pp | 1492.73%-1474.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,185 | $3,224-32.2% | $2,960-26.2% | $4,837-54.8% |
| Participant deferral / active EE | $9,690 | $4,673+107.3% | $4,276+126.6% | $6,341+52.8% |
| Admin fee / account holder | $972 | $6,753-85.6% | $5,949-83.7% | $12,309-92.1% |