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 | $56,268 | $175,202-67.9% | $149,673-62.4% | $139,434-59.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.03% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,124 | $5,474-42.9% | $4,818-35.2% | $4,751-34.2% |
| Participant deferral / active EE | $7,986 | $6,519+22.5% | $5,680+40.6% | $6,710+19.0% |
| Admin fee / account holder | $786 | $16,150-95.1% | $13,210-94.1% | $11,403-93.1% |