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 | $66,289 | $169,032-60.8% | $129,207-48.7% | $145,922-54.6% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 16.14% | 14330.11%-14314.0pp | 9417.33%-9401.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,583 | $5,537-71.4% | $4,153-61.9% | $4,660-66.0% |
| Participant deferral / active EE | $4,380 | $4,987-12.2% | $4,168+5.1% | $6,688-34.5% |
| Admin fee / account holder | $529 | $9,954-94.7% | $7,715-93.1% | $13,397-96.1% |