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 | $28,969 | $159,901-81.9% | $146,958-80.3% | $145,922-80.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 23.41% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $5,411 | $5,286+2.4% | $4,933+9.7% | $4,660+16.1% |
| Participant deferral / active EE | $7,800 | $8,428-7.5% | $8,070-3.3% | $6,688+16.6% |
| Admin fee / account holder | $1,664 | $15,044-88.9% | $12,998-87.2% | $13,397-87.6% |