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 3-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 | $55,229 | $159,901-65.5% | $146,958-62.4% | $145,922-62.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 23.47% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $4,927 | $5,286-6.8% | $4,933-0.1% | $4,660+5.7% |
| Participant deferral / active EE | $11,505 | $8,428+36.5% | $8,070+42.6% | $6,688+72.0% |
| Admin fee / account holder | $6,953 | $15,044-53.8% | $12,998-46.5% | $13,397-48.1% |