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 | $21,568 | $154,117-86.0% | $129,995-83.4% | $139,434-84.5% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 268.74% | 32.48%+236.3pp | -137.18%+405.9pp | 372.94%-104.2pp |
| Employer contribution / active EE | $1,324 | $5,289-75.0% | $4,320-69.4% | $4,751-72.1% |
| Participant deferral / active EE | $2,097 | $6,710-68.7% | $5,820-64.0% | $6,710-68.7% |
| Admin fee / account holder | $381 | $14,007-97.3% | $10,614-96.4% | $11,403-96.7% |