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 | $135,761 | $209,832-35.3% | $189,513-28.4% | $167,490-18.9% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 15.93% | 748.27%-732.3pp | 555.15%-539.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,166 | $6,914-54.2% | $6,162-48.6% | $4,837-34.6% |
| Participant deferral / active EE | $6,769 | $8,935-24.2% | $8,221-17.7% | $6,341+6.7% |
| Admin fee / account holder | $718 | $14,293-95.0% | $12,045-94.0% | $12,309-94.2% |