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 | $73,040 | $159,901-54.3% | $146,958-50.3% | $145,922-49.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 12.55% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,301 | $5,286-37.6% | $4,933-33.1% | $4,660-29.2% |
| Participant deferral / active EE | $11,722 | $8,428+39.1% | $8,070+45.3% | $6,688+75.3% |
| Admin fee / account holder | $315 | $15,044-97.9% | $12,998-97.6% | $13,397-97.6% |