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 7-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 | $170,700 | $159,901+6.8% | $146,958+16.2% | $145,922+17.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.51% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,155 | $5,286-59.2% | $4,933-56.3% | $4,660-53.8% |
| Participant deferral / active EE | $16,119 | $8,428+91.2% | $8,070+99.7% | $6,688+141.0% |
| Admin fee / account holder | $1,092 | $15,044-92.7% | $12,998-91.6% | $13,397-91.9% |