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 9-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 | $176,123 | $159,901+10.1% | $146,958+19.8% | $145,922+20.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 19.05% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $4,107 | $5,286-22.3% | $4,933-16.7% | $4,660-11.9% |
| Participant deferral / active EE | $9,123 | $8,428+8.2% | $8,070+13.1% | $6,688+36.4% |
| Admin fee / account holder | $2,329 | $15,044-84.5% | $12,998-82.1% | $13,397-82.6% |