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 | $33,360 | $99,020-66.3% | $86,590-61.5% | $147,584-77.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 25.30% | 1312.34%-1287.0pp | 964.84%-939.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $3,579 | $3,132+14.3% | $2,839+26.0% | $4,876-26.6% |
| Participant deferral / active EE | $4,154 | $3,972+4.6% | $3,609+15.1% | $5,439-23.6% |
| Admin fee / account holder | $1,160 | $5,710-79.7% | $4,906-76.4% | $10,885-89.3% |