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 | $78,219 | $98,750-20.8% | $149,696-47.7% | $79,858-2.1% |
| Participation rate | 97.5% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 147.61% | 27.43%+120.2pp | 276.60%-129.0pp | 31.71%+115.9pp |
| Employer contribution / active EE | $2,389 | $3,216-25.7% | $4,644-48.6% | $2,471-3.3% |
| Participant deferral / active EE | $8,568 | $5,680+50.8% | $6,842+25.2% | $3,740+129.1% |
| Admin fee / account holder | $6,203 | $6,053+2.5% | $9,309-33.4% | $5,306+16.9% |