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 | $243,392 | $159,901+52.2% | $146,958+65.6% | $145,922+66.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.01% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,793 | $5,286-28.2% | $4,933-23.1% | $4,660-18.6% |
| Participant deferral / active EE | $14,547 | $8,428+72.6% | $8,070+80.3% | $6,688+117.5% |
| Admin fee / account holder | $1,768 | $15,044-88.2% | $12,998-86.4% | $13,397-86.8% |