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 | $63,360 | $159,901-60.4% | $146,958-56.9% | $145,922-56.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.75% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,814 | $5,286-46.8% | $4,933-43.0% | $4,660-39.6% |
| Participant deferral / active EE | $10,144 | $8,428+20.4% | $8,070+25.7% | $6,688+51.7% |
| Admin fee / account holder | $1,423 | $15,044-90.5% | $12,998-89.1% | $13,397-89.4% |