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 | $50,231 | $49,922+0.6% | $80,569-37.7% | $75,163-33.2% |
| Participation rate | 95.5% | 55.3%+40.1pp | 67.0%+28.5pp | 67.2%+28.3pp |
| Annual return | 18.62% | 34.69%-16.1pp | 935.43%-916.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,384 | $1,698+99.2% | $2,723+24.2% | $2,670+26.7% |
| Participant deferral / active EE | $9,324 | $2,990+211.8% | $4,447+109.7% | $4,125+126.0% |
| Admin fee / account holder | $6,224 | $3,577+74.0% | $5,377+15.7% | $5,651+10.1% |