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 | $54,681 | $210,648-74.0% | $177,989-69.3% | $145,922-62.5% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 19.97% | 385.86%-365.9pp | 294.48%-274.5pp | 561.29%-541.3pp |
| Employer contribution / active EE | $788 | $4,565-82.7% | $3,949-80.1% | $4,660-83.1% |
| Participant deferral / active EE | $6,950 | $6,958-0.1% | $6,276+10.7% | $6,688+3.9% |
| Admin fee / account holder | $629 | $12,013-94.8% | $10,363-93.9% | $13,397-95.3% |