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 | $54,209 | $149,040-63.6% | $120,225-54.9% | $137,256-60.5% |
| Participation rate | 88.2% | 75.4%+12.8pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 19.50% | 605.68%-586.2pp | 439.23%-419.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $5,245 | $4,350+20.6% | $3,475+50.9% | $4,156+26.2% |
| Participant deferral / active EE | $7,358 | $4,655+58.1% | $3,999+84.0% | $6,407+14.8% |
| Admin fee / account holder | $701 | $6,348-89.0% | $5,696-87.7% | $12,270-94.3% |