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 | $80,696 | $179,726-55.1% | $156,263-48.4% | $142,382-43.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 11.44% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,546 | $5,069+9.4% | $4,333+28.0% | $4,299+29.0% |
| Participant deferral / active EE | $12,378 | $6,956+77.9% | $6,158+101.0% | $6,507+90.2% |
| Admin fee / account holder | $30,926 | $17,272+79.1% | $14,255+117.0% | $12,624+145.0% |