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 | $79,970 | $73,515+8.8% | $62,995+26.9% | $147,584-45.8% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 15.38% | 175.43%-160.1pp | 87.57%-72.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $7,777 | $3,320+134.2% | $2,759+181.9% | $4,876+59.5% |
| Participant deferral / active EE | $7,799 | $4,185+86.4% | $3,329+134.2% | $5,439+43.4% |
| Admin fee / account holder | $1,792 | $5,953-69.9% | $3,600-50.2% | $10,885-83.5% |