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 5-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 | $15,350 | $138,044-88.9% | $125,339-87.8% | $134,475-88.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 52.03% | 750.33%-698.3pp | 572.05%-520.0pp | 417.96%-365.9pp |
| Employer contribution / active EE | $3,534 | $5,243-32.6% | $4,814-26.6% | $4,740-25.4% |
| Participant deferral / active EE | $6,125 | $7,799-21.5% | $7,446-17.7% | $6,400-4.3% |
| Admin fee / account holder | $1,820 | $11,571-84.3% | $10,010-81.8% | $11,426-84.1% |