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 9-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 | $154,518 | $102,317+51.0% | $146,958+5.1% | $80,856+91.1% |
| Participation rate | 70.5% | 75.8%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 20.10% | 134.76%-114.7pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $4,535 | $3,713+22.1% | $4,933-8.1% | $2,755+64.6% |
| Participant deferral / active EE | $8,288 | $6,644+24.8% | $8,070+2.7% | $4,296+92.9% |
| Admin fee / account holder | $4,492 | $7,941-43.4% | $12,998-65.4% | $6,918-35.1% |