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 6-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 | $5,471 | $88,751-93.8% | $81,812-93.3% | $145,922-96.3% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 26.26% | 1025.40%-999.1pp | 773.79%-747.5pp | 561.29%-535.0pp |
| Employer contribution / active EE | $1,265 | $3,083-59.0% | $2,912-56.6% | $4,660-72.8% |
| Participant deferral / active EE | $1,740 | $4,643-62.5% | $4,319-59.7% | $6,688-74.0% |
| Admin fee / account holder | $754 | $8,415-91.0% | $7,386-89.8% | $13,397-94.4% |