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 | $137,292 | $183,963-25.4% | $162,163-15.3% | $152,861-10.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 22.54% | 150.76%-128.2pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,486 | $6,371-45.3% | $5,614-37.9% | $4,762-26.8% |
| Participant deferral / active EE | $9,758 | $8,034+21.5% | $7,298+33.7% | $5,850+66.8% |
| Admin fee / account holder | $16,126 | $13,121+22.9% | $10,843+48.7% | $11,596+39.1% |