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 6-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 | $37,320 | $159,901-76.7% | $146,958-74.6% | $145,922-74.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 39.82% | 98.13%-58.3pp | 418.34%-378.5pp | 561.29%-521.5pp |
| Employer contribution / active EE | $10,560 | $5,286+99.8% | $4,933+114.1% | $4,660+126.6% |
| Participant deferral / active EE | $11,518 | $8,428+36.7% | $8,070+42.7% | $6,688+72.2% |
| Admin fee / account holder | $646 | $15,044-95.7% | $12,998-95.0% | $13,397-95.2% |