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 | $25,324 | $159,901-84.2% | $146,958-82.8% | $145,922-82.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.21% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,287 | $5,2860% | $4,933+7.2% | $4,660+13.5% |
| Participant deferral / active EE | $5,190 | $8,428-38.4% | $8,070-35.7% | $6,688-22.4% |
| Admin fee / account holder | $4,010 | $15,044-73.3% | $12,998-69.2% | $13,397-70.1% |