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 | $126,153 | $176,056-28.3% | $159,436-20.9% | $167,490-24.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 23.18% | 331.75%-308.6pp | 263.57%-240.4pp | 478.56%-455.4pp |
| Employer contribution / active EE | $3,754 | $5,297-29.1% | $4,829-22.3% | $4,837-22.4% |
| Participant deferral / active EE | $16,583 | $7,750+114.0% | $7,352+125.6% | $6,341+161.5% |
| Admin fee / account holder | $2,189 | $12,554-82.6% | $10,799-79.7% | $12,309-82.2% |