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 | $14,685 | $138,044-89.4% | $125,339-88.3% | $134,475-89.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 24.97% | 750.33%-725.4pp | 572.05%-547.1pp | 417.96%-393.0pp |
| Employer contribution / active EE | $2,840 | $5,243-45.8% | $4,814-41.0% | $4,740-40.1% |
| Participant deferral / active EE | $7,057 | $7,799-9.5% | $7,446-5.2% | $6,400+10.3% |
| Admin fee / account holder | $1,562 | $11,571-86.5% | $10,010-84.4% | $11,426-86.3% |