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 | $100,813 | $154,228-34.6% | $145,433-30.7% | $137,256-26.6% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 28.99% | 74.59%-45.6pp | 66.58%-37.6pp | 220.34%-191.3pp |
| Employer contribution / active EE | $7,590 | $4,804+58.0% | $4,554+66.7% | $4,156+82.6% |
| Participant deferral / active EE | $10,519 | $8,216+28.0% | $7,897+33.2% | $6,407+64.2% |
| Admin fee / account holder | $382 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |