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 | $75,093 | $159,901-53.0% | $146,958-48.9% | $145,922-48.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 23.99% | 98.13%-74.1pp | 418.34%-394.4pp | 561.29%-537.3pp |
| Employer contribution / active EE | $7,022 | $5,286+32.8% | $4,933+42.4% | $4,660+50.7% |
| Participant deferral / active EE | $15,848 | $8,428+88.0% | $8,070+96.4% | $6,688+137.0% |
| Admin fee / account holder | $3,036 | $15,044-79.8% | $12,998-76.6% | $13,397-77.3% |