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 6-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 | $73,765 | $175,202-57.9% | $149,673-50.7% | $139,434-47.1% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 17.87% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $8,213 | $5,474+50.0% | $4,818+70.5% | $4,751+72.9% |
| Participant deferral / active EE | $5,577 | $6,519-14.5% | $5,680-1.8% | $6,710-16.9% |
| Admin fee / account holder | $507 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |