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 | $70,674 | $159,901-55.8% | $146,958-51.9% | $145,922-51.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 57.34% | 98.13%-40.8pp | 418.34%-361.0pp | 561.29%-503.9pp |
| Employer contribution / active EE | $5,769 | $5,286+9.1% | $4,933+17.0% | $4,660+23.8% |
| Participant deferral / active EE | $9,456 | $8,428+12.2% | $8,070+17.2% | $6,688+41.4% |
| Admin fee / account holder | $2,047 | $15,044-86.4% | $12,998-84.3% | $13,397-84.7% |