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 4-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 | $16,267 | $202,432-92.0% | $169,368-90.4% | $139,434-88.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 47.35% | 531.74%-484.4pp | 405.60%-358.3pp | 372.94%-325.6pp |
| Employer contribution / active EE | $3,774 | $4,692-19.6% | $4,013-6.0% | $4,751-20.6% |
| Participant deferral / active EE | $7,335 | $6,938+5.7% | $6,221+17.9% | $6,710+9.3% |
| Admin fee / account holder | $1,314 | $10,708-87.7% | $9,003-85.4% | $11,403-88.5% |