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 | $7,014 | $109,982-93.6% | $97,226-92.8% | $145,922-95.2% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 49.47% | 242.90%-193.4pp | 75.13%-25.7pp | 561.29%-511.8pp |
| Employer contribution / active EE | $1,638 | $3,084-46.9% | $2,729-40.0% | $4,660-64.9% |
| Participant deferral / active EE | $2,613 | $4,676-44.1% | $4,264-38.7% | $6,688-60.9% |
| Admin fee / account holder | $1,341 | $6,221-78.4% | $5,654-76.3% | $13,397-90.0% |