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 3-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 | $30,862 | $159,901-80.7% | $146,958-79.0% | $145,922-78.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 23.17% | 98.13%-75.0pp | 418.34%-395.2pp | 561.29%-538.1pp |
| Employer contribution / active EE | $5,567 | $5,286+5.3% | $4,933+12.9% | $4,660+19.5% |
| Participant deferral / active EE | $13,088 | $8,428+55.3% | $8,070+62.2% | $6,688+95.7% |
| Admin fee / account holder | $329 | $15,044-97.8% | $12,998-97.5% | $13,397-97.5% |