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 | $81,376 | $58,208+39.8% | $81,812-0.5% | $80,856+0.6% |
| Participation rate | 98.2% | 63.4%+34.8pp | 72.3%+25.9pp | 67.6%+30.6pp |
| Annual return | 20.63% | 41.66%-21.0pp | 773.79%-753.2pp | 35.59%-15.0pp |
| Employer contribution / active EE | $4,801 | $2,340+105.2% | $2,912+64.8% | $2,755+74.3% |
| Participant deferral / active EE | $6,220 | $3,281+89.6% | $4,319+44.0% | $4,296+44.8% |
| Admin fee / account holder | $5,786 | $4,981+16.2% | $7,386-21.7% | $6,918-16.4% |