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 4-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 | $54,856 | $148,534-63.1% | $135,903-59.6% | $139,434-60.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 817.97% | 79.19%+738.8pp | 68.23%+749.7pp | 372.94%+445.0pp |
| Employer contribution / active EE | $3,467 | $5,243-33.9% | $4,856-28.6% | $4,751-27.0% |
| Participant deferral / active EE | $15,613 | $8,100+92.8% | $7,758+101.3% | $6,710+132.7% |
| Admin fee / account holder | $524 | $12,400-95.8% | $10,762-95.1% | $11,403-95.4% |