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 3-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 | $28,164 | $180,749-84.4% | $160,784-82.5% | $137,256-79.5% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 25.02% | 2234.46%-2209.4pp | 1803.92%-1778.9pp | 220.34%-195.3pp |
| Employer contribution / active EE | $4,552 | $4,155+9.5% | $3,733+21.9% | $4,156+9.5% |
| Participant deferral / active EE | $7,995 | $6,844+16.8% | $6,293+27.0% | $6,407+24.8% |
| Admin fee / account holder | $2,026 | $10,397-80.5% | $9,717-79.1% | $12,270-83.5% |