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 | $86,642 | $209,832-58.7% | $189,513-54.3% | $167,490-48.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 59.30% | 748.27%-689.0pp | 555.15%-495.9pp | 478.56%-419.3pp |
| Employer contribution / active EE | $2,656 | $6,914-61.6% | $6,162-56.9% | $4,837-45.1% |
| Participant deferral / active EE | $7,479 | $8,935-16.3% | $8,221-9.0% | $6,341+17.9% |
| Admin fee / account holder | $2,877 | $14,293-79.9% | $12,045-76.1% | $12,309-76.6% |