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 | $49,996 | $226,064-77.9% | $182,532-72.6% | $152,861-67.3% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.0%+17.0pp | 82.4%+12.6pp |
| Annual return | 20.87% | 192.51%-171.6pp | 148.54%-127.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,833 | $4,978-2.9% | $4,076+18.6% | $4,762+1.5% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $462 | $10,703-95.7% | $8,592-94.6% | $11,596-96.0% |