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 | $146,795 | $159,901-8.2% | $146,958-0.1% | $145,922+0.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.53% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,472 | $5,286-15.4% | $4,933-9.3% | $4,660-4.0% |
| Participant deferral / active EE | $12,290 | $8,428+45.8% | $8,070+52.3% | $6,688+83.8% |
| Admin fee / account holder | $33,666 | $15,044+123.8% | $12,998+159.0% | $13,397+151.3% |