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 | $101,514 | $96,305+5.4% | $80,569+26.0% | $139,434-27.2% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 19.96% | 1350.08%-1330.1pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,404 | $3,262+4.4% | $2,723+25.0% | $4,751-28.3% |
| Participant deferral / active EE | $11,185 | $5,232+113.8% | $4,447+151.5% | $6,710+66.7% |
| Admin fee / account holder | $8,376 | $6,599+26.9% | $5,377+55.8% | $11,403-26.5% |