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 | $76,073 | $159,901-52.4% | $146,958-48.2% | $145,922-47.9% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 41.44% | 98.13%-56.7pp | 418.34%-376.9pp | 561.29%-519.8pp |
| Employer contribution / active EE | $4,788 | $5,286-9.4% | $4,933-2.9% | $4,660+2.8% |
| Participant deferral / active EE | $10,948 | $8,428+29.9% | $8,070+35.7% | $6,688+63.7% |
| Admin fee / account holder | $3,093 | $15,044-79.4% | $12,998-76.2% | $13,397-76.9% |