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 6-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 | $38,400 | $105,181-63.5% | $159,436-75.9% | $85,850-55.3% |
| Participation rate | 94.0% | 75.8%+18.3pp | 82.8%+11.2pp | 69.3%+24.7pp |
| Annual return | 81.41% | 45.07%+36.3pp | 263.57%-182.2pp | 318.53%-237.1pp |
| Employer contribution / active EE | $6,631 | $3,318+99.8% | $4,829+37.3% | $2,565+158.5% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,522 | $6,933-49.2% | $10,799-67.4% | $6,260-43.7% |