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 5-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 | $20,202 | $114,047-82.3% | $96,139-79.0% | $167,490-87.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 68.4%+25.7pp | 82.1%+12.0pp |
| Annual return | 29.61% | 189.88%-160.3pp | 191.94%-162.3pp | 478.56%-449.0pp |
| Employer contribution / active EE | $8,290 | $3,427+141.9% | $2,797+196.4% | $4,837+71.4% |
| Participant deferral / active EE | $5,344 | $5,194+2.9% | $4,349+22.9% | $6,341-15.7% |
| Admin fee / account holder | $360 | $6,897-94.8% | $5,537-93.5% | $12,309-97.1% |