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 | $13,061 | $99,640-86.9% | $86,436-84.9% | $134,475-90.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 208.36% | 6782.58%-6574.2pp | 4394.89%-4186.5pp | 417.96%-209.6pp |
| Employer contribution / active EE | $3,570 | $4,400-18.9% | $3,769-5.3% | $4,740-24.7% |
| Participant deferral / active EE | $8,860 | $7,246+22.3% | $6,952+27.5% | $6,400+38.5% |
| Admin fee / account holder | $5,508 | $8,371-34.2% | $6,731-18.2% | $11,426-51.8% |