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 | $75,812 | $159,901-52.6% | $146,958-48.4% | $145,922-48.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 66.85% | 98.13%-31.3pp | 418.34%-351.5pp | 561.29%-494.4pp |
| Employer contribution / active EE | $3,328 | $5,286-37.0% | $4,933-32.5% | $4,660-28.6% |
| Participant deferral / active EE | $8,150 | $8,428-3.3% | $8,070+1.0% | $6,688+21.9% |
| Admin fee / account holder | $22,105 | $15,044+46.9% | $12,998+70.1% | $13,397+65.0% |