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 | $128,823 | $165,335-22.1% | $149,696-13.9% | $158,922-18.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 19.86% | 348.15%-328.3pp | 276.60%-256.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $13,693 | $5,103+168.3% | $4,644+194.8% | $4,761+187.6% |
| Participant deferral / active EE | $14,851 | $7,181+106.8% | $6,842+117.1% | $5,982+148.3% |
| Admin fee / account holder | $48,146 | $10,807+345.5% | $9,309+417.2% | $11,246+328.1% |