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 | $87,022 | $209,411-58.4% | $178,490-51.2% | $158,922-45.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.87% | 188.75%-164.9pp | 151.07%-127.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $8,174 | $5,706+43.2% | $5,011+63.1% | $4,761+71.7% |
| Participant deferral / active EE | $9,234 | $5,954+55.1% | $5,202+77.5% | $5,982+54.4% |
| Admin fee / account holder | $747 | $17,074-95.6% | $13,984-94.7% | $11,246-93.4% |