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 | $45,971 | $176,056-73.9% | $159,436-71.2% | $167,490-72.6% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 128.16% | 331.75%-203.6pp | 263.57%-135.4pp | 478.56%-350.4pp |
| Employer contribution / active EE | $6,383 | $5,297+20.5% | $4,829+32.2% | $4,837+31.9% |
| Participant deferral / active EE | $10,790 | $7,750+39.2% | $7,352+46.8% | $6,341+70.2% |
| Admin fee / account holder | $6,364 | $12,554-49.3% | $10,799-41.1% | $12,309-48.3% |