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 | $241,626 | $111,724+116.3% | $93,606+158.1% | $145,922+65.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 10.05% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,406 | $3,090-54.5% | $2,420-41.9% | $4,660-69.8% |
| Participant deferral / active EE | $1,900 | $4,912-61.3% | $4,411-56.9% | $6,688-71.6% |
| Admin fee / account holder | $603 | $10,250-94.1% | $8,285-92.7% | $13,397-95.5% |