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 5-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 | $31,210 | $178,174-82.5% | $156,181-80.0% | $137,256-77.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 1665.21% | 84.19%+1581.0pp | 64.87%+1600.3pp | 220.34%+1444.9pp |
| Employer contribution / active EE | $1,430 | $4,972-71.2% | $4,294-66.7% | $4,156-65.6% |
| Participant deferral / active EE | $4,328 | $6,888-37.2% | $6,132-29.4% | $6,407-32.4% |
| Admin fee / account holder | $8,332 | $17,404-52.1% | $14,586-42.9% | $12,270-32.1% |