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 4-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 | $23,683 | $159,901-85.2% | $146,958-83.9% | $145,922-83.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 133.93% | 98.13%+35.8pp | 418.34%-284.4pp | 561.29%-427.4pp |
| Employer contribution / active EE | $2,257 | $5,286-57.3% | $4,933-54.2% | $4,660-51.6% |
| Participant deferral / active EE | $4,332 | $8,428-48.6% | $8,070-46.3% | $6,688-35.2% |
| Admin fee / account holder | $345 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |