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 | $72,835 | $157,256-53.7% | $141,162-48.4% | $152,861-52.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 29.50% | 64.32%-34.8pp | 71.39%-41.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $6,790 | $5,261+29.1% | $4,735+43.4% | $4,762+42.6% |
| Participant deferral / active EE | $9,304 | $7,109+30.9% | $6,709+38.7% | $5,850+59.0% |
| Admin fee / account holder | $4,292 | $12,120-64.6% | $10,261-58.2% | $11,596-63.0% |