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 | $78,827 | $74,888+5.3% | $71,209+10.7% | $142,382-44.6% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 16.80% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,932 | $2,854+107.8% | $2,721+118.0% | $4,299+38.0% |
| Participant deferral / active EE | $7,947 | $4,454+78.4% | $4,175+90.3% | $6,507+22.1% |
| Admin fee / account holder | $1,566 | $5,568-71.9% | $5,349-70.7% | $12,624-87.6% |