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 | $192,376 | $109,817+75.2% | $98,442+95.4% | $167,490+14.9% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 14.86% | 1956.69%-1941.8pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,477 | $3,224-54.2% | $2,960-50.1% | $4,837-69.5% |
| Participant deferral / active EE | $4,857 | $4,673+3.9% | $4,276+13.6% | $6,341-23.4% |
| Admin fee / account holder | $1,271 | $6,753-81.2% | $5,949-78.6% | $12,309-89.7% |