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 | $178,539 | $159,901+11.7% | $146,958+21.5% | $145,922+22.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.91% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,986 | $5,286-43.5% | $4,933-39.5% | $4,660-35.9% |
| Participant deferral / active EE | $14,856 | $8,428+76.3% | $8,070+84.1% | $6,688+122.1% |
| Admin fee / account holder | $1,192 | $15,044-92.1% | $12,998-90.8% | $13,397-91.1% |