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 | $38,118 | $157,256-75.8% | $141,162-73.0% | $152,861-75.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 90.94% | 64.32%+26.6pp | 71.39%+19.6pp | 345.32%-254.4pp |
| Employer contribution / active EE | $8,561 | $5,261+62.7% | $4,735+80.8% | $4,762+79.8% |
| Participant deferral / active EE | $16,501 | $7,109+132.1% | $6,709+146.0% | $5,850+182.1% |
| Admin fee / account holder | $3,113 | $12,120-74.3% | $10,261-69.7% | $11,596-73.2% |