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 | $26,285 | $111,724-76.5% | $93,606-71.9% | $145,922-82.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 26.03% | 202.98%-176.9pp | 133.20%-107.2pp | 561.29%-535.3pp |
| Employer contribution / active EE | $1,745 | $3,090-43.5% | $2,420-27.9% | $4,660-62.5% |
| Participant deferral / active EE | $5,839 | $4,912+18.9% | $4,411+32.4% | $6,688-12.7% |
| Admin fee / account holder | $494 | $10,250-95.2% | $8,285-94.0% | $13,397-96.3% |