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 | $154,154 | $159,901-3.6% | $146,958+4.9% | $145,922+5.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 25.63% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $4,863 | $5,286-8.0% | $4,933-1.4% | $4,660+4.4% |
| Participant deferral / active EE | $16,376 | $8,428+94.3% | $8,070+102.9% | $6,688+144.9% |
| Admin fee / account holder | $889 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |