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 | $68,779 | $159,901-57.0% | $146,958-53.2% | $145,922-52.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 26.14% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.1pp |
| Employer contribution / active EE | $17,683 | $5,286+234.5% | $4,933+258.5% | $4,660+279.5% |
| Participant deferral / active EE | $17,030 | $8,428+102.1% | $8,070+111.0% | $6,688+154.6% |
| Admin fee / account holder | $1,165 | $15,044-92.3% | $12,998-91.0% | $13,397-91.3% |