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 5-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 | $37,382 | $217,402-82.8% | $185,823-79.9% | $167,490-77.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 135.74% | 148.36%-12.6pp | 122.05%+13.7pp | 478.56%-342.8pp |
| Employer contribution / active EE | $8,134 | $5,873+38.5% | $5,167+57.4% | $4,837+68.1% |
| Participant deferral / active EE | $3,978 | $6,356-37.4% | $5,568-28.6% | $6,341-37.3% |
| Admin fee / account holder | $2,530 | $19,811-87.2% | $16,237-84.4% | $12,309-79.4% |