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 | $110,815 | $157,256-29.5% | $141,162-21.5% | $152,861-27.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 24.10% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $13,768 | $5,261+161.7% | $4,735+190.8% | $4,762+189.1% |
| Participant deferral / active EE | $4,805 | $7,109-32.4% | $6,709-28.4% | $5,850-17.9% |
| Admin fee / account holder | $15,119 | $12,120+24.7% | $10,261+47.3% | $11,596+30.4% |