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 | $95,442 | $183,963-48.1% | $162,163-41.1% | $152,861-37.6% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.7pp | 82.4%+8.9pp |
| Annual return | 22.91% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,687 | $6,371-57.8% | $5,614-52.1% | $4,762-43.6% |
| Participant deferral / active EE | $5,790 | $8,034-27.9% | $7,298-20.7% | $5,850-1.0% |
| Admin fee / account holder | $3,756 | $13,121-71.4% | $10,843-65.4% | $11,596-67.6% |