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 | $59,815 | $198,466-69.9% | $170,442-64.9% | $147,584-59.5% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 17.80% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,029 | $6,184-67.2% | $5,433-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $5,655 | $5,629+0.4% | $4,939+14.5% | $5,439+4.0% |
| Admin fee / account holder | $7,145 | $16,852-57.6% | $13,880-48.5% | $10,885-34.4% |