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 | $246,613 | $158,398+55.7% | $126,539+94.9% | $142,382+73.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.52% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $600 | $4,650-87.1% | $3,674-83.7% | $4,299-86.0% |
| Participant deferral / active EE | $3,806 | $4,767-20.2% | $4,083-6.8% | $6,507-41.5% |
| Admin fee / account holder | $3,390 | $6,918-51.0% | $6,065-44.1% | $12,624-73.1% |