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 | $50,370 | $183,963-72.6% | $162,163-68.9% | $152,861-67.0% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 24.00% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $12,405 | $6,371+94.7% | $5,614+121.0% | $4,762+160.5% |
| Participant deferral / active EE | $9,304 | $8,034+15.8% | $7,298+27.5% | $5,850+59.0% |
| Admin fee / account holder | $325 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |