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 | $109,395 | $171,865-36.3% | $149,718-26.9% | $147,584-25.9% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 23.17% | 2113.22%-2090.0pp | 1501.63%-1478.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,069 | $6,275-51.1% | $5,445-43.6% | $4,876-37.1% |
| Participant deferral / active EE | $8,417 | $7,271+15.8% | $6,569+28.1% | $5,439+54.8% |
| Admin fee / account holder | $1,373 | $13,799-90.0% | $11,283-87.8% | $10,885-87.4% |