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 | $64,527 | $202,432-68.1% | $169,368-61.9% | $139,434-53.7% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 71.56% | 531.74%-460.2pp | 405.60%-334.0pp | 372.94%-301.4pp |
| Employer contribution / active EE | $1,762 | $4,692-62.5% | $4,013-56.1% | $4,751-62.9% |
| Participant deferral / active EE | $11,039 | $6,938+59.1% | $6,221+77.4% | $6,710+64.5% |
| Admin fee / account holder | $454 | $10,708-95.8% | $9,003-95.0% | $11,403-96.0% |