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 | $242,000 | $159,901+51.3% | $146,958+64.7% | $145,922+65.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.23% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,675 | $5,286-49.4% | $4,933-45.8% | $4,660-42.6% |
| Participant deferral / active EE | $6,471 | $8,428-23.2% | $8,070-19.8% | $6,688-3.2% |
| Admin fee / account holder | $51,913 | $15,044+245.1% | $12,998+299.4% | $13,397+287.5% |