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 7-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 | $44,829 | $154,117-70.9% | $129,995-65.5% | $139,434-67.8% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 266.20% | 32.48%+233.7pp | -137.18%+403.4pp | 372.94%-106.7pp |
| Employer contribution / active EE | $9,839 | $5,289+86.0% | $4,320+127.8% | $4,751+107.1% |
| Participant deferral / active EE | $1,950 | $6,710-70.9% | $5,820-66.5% | $6,710-70.9% |
| Admin fee / account holder | $422 | $14,007-97.0% | $10,614-96.0% | $11,403-96.3% |