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 7-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 | $56,773 | $209,411-72.9% | $178,490-68.2% | $158,922-64.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 49.12% | 188.75%-139.6pp | 151.07%-101.9pp | 302.83%-253.7pp |
| Employer contribution / active EE | $11,814 | $5,706+107.0% | $5,011+135.8% | $4,761+148.1% |
| Participant deferral / active EE | $5,429 | $5,954-8.8% | $5,202+4.4% | $5,982-9.3% |
| Admin fee / account holder | $612 | $17,074-96.4% | $13,984-95.6% | $11,246-94.6% |