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 | $82,582 | $159,901-48.4% | $146,958-43.8% | $145,922-43.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 16.93% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $17,012 | $5,286+221.8% | $4,933+244.9% | $4,660+265.1% |
| Participant deferral / active EE | $6,334 | $8,428-24.9% | $8,070-21.5% | $6,688-5.3% |
| Admin fee / account holder | $22,398 | $15,044+48.9% | $12,998+72.3% | $13,397+67.2% |