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 | $88,920 | $226,064-60.7% | $182,532-51.3% | $152,861-41.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 19.76% | 192.51%-172.7pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,251 | $4,978-54.8% | $4,076-44.8% | $4,762-52.7% |
| Participant deferral / active EE | $5,158 | $6,368-19.0% | $5,524-6.6% | $5,850-11.8% |
| Admin fee / account holder | $123,637 | $10,703+1055.2% | $8,592+1339.0% | $11,596+966.2% |