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 | $133,058 | $133,922-0.6% | $116,228+14.5% | $142,382-6.5% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 51.53% | 147.76%-96.2pp | 90.06%-38.5pp | 217.08%-165.5pp |
| Employer contribution / active EE | $1,328 | $3,446-61.5% | $2,994-55.6% | $4,299-69.1% |
| Participant deferral / active EE | $7,566 | $5,672+33.4% | $4,953+52.7% | $6,507+16.3% |
| Admin fee / account holder | $1,404 | $14,945-90.6% | $11,989-88.3% | $12,624-88.9% |