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 9-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 | $44,523 | $157,256-71.7% | $141,162-68.5% | $152,861-70.9% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 115.46% | 64.32%+51.1pp | 71.39%+44.1pp | 345.32%-229.9pp |
| Employer contribution / active EE | $8,052 | $5,261+53.1% | $4,735+70.1% | $4,762+69.1% |
| Participant deferral / active EE | $11,475 | $7,109+61.4% | $6,709+71.0% | $5,850+96.1% |
| Admin fee / account holder | $8,279 | $12,120-31.7% | $10,261-19.3% | $11,596-28.6% |