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 9-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 | $194,864 | $159,901+21.9% | $146,958+32.6% | $145,922+33.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 13.62% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,026 | $5,286-23.8% | $4,933-18.4% | $4,660-13.6% |
| Participant deferral / active EE | $13,616 | $8,428+61.5% | $8,070+68.7% | $6,688+103.6% |
| Admin fee / account holder | $4,141 | $15,044-72.5% | $12,998-68.1% | $13,397-69.1% |