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 | $43,848 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 383.20% | 98.13%+285.1pp | 418.34%-35.1pp | 561.29%-178.1pp |
| Employer contribution / active EE | $4,957 | $5,286-6.2% | $4,933+0.5% | $4,660+6.4% |
| Participant deferral / active EE | $13,413 | $8,428+59.1% | $8,070+66.2% | $6,688+100.6% |
| Admin fee / account holder | $7,064 | $15,044-53.0% | $12,998-45.7% | $13,397-47.3% |