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 | $31,456 | $217,402-85.5% | $185,823-83.1% | $167,490-81.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.87% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $12,215 | $5,873+108.0% | $5,167+136.4% | $4,837+152.5% |
| Participant deferral / active EE | $5,793 | $6,356-8.9% | $5,568+4.0% | $6,341-8.6% |
| Admin fee / account holder | $407 | $19,811-97.9% | $16,237-97.5% | $12,309-96.7% |