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 | $127,202 | $157,256-19.1% | $141,162-9.9% | $152,861-16.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 29.50% | 64.32%-34.8pp | 71.39%-41.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,775 | $5,261-66.3% | $4,735-62.5% | $4,762-62.7% |
| Participant deferral / active EE | $4,126 | $7,109-42.0% | $6,709-38.5% | $5,850-29.5% |
| Admin fee / account holder | $1,154 | $12,120-90.5% | $10,261-88.8% | $11,596-90.1% |