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 7-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 | $55,350 | $159,901-65.4% | $146,958-62.3% | $145,922-62.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 19.44% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $7,827 | $5,286+48.1% | $4,933+58.7% | $4,660+68.0% |
| Participant deferral / active EE | $5,592 | $8,428-33.7% | $8,070-30.7% | $6,688-16.4% |
| Admin fee / account holder | $668 | $15,044-95.6% | $12,998-94.9% | $13,397-95.0% |