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 | $29,612 | $138,044-78.5% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | 73.66% | 750.33%-676.7pp | 572.05%-498.4pp | 417.96%-344.3pp |
| Employer contribution / active EE | $4,494 | $5,243-14.3% | $4,814-6.6% | $4,740-5.2% |
| Participant deferral / active EE | $8,367 | $7,799+7.3% | $7,446+12.4% | $6,400+30.7% |
| Admin fee / account holder | $684 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |