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 | $35,518 | $173,345-79.5% | $136,007-73.9% | $145,922-75.7% |
| Participation rate | 81.8% | 80.5%+1.4pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 15.87% | 1163.32%-1147.4pp | 579.32%-563.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $10,497 | $5,278+98.9% | $4,217+148.9% | $4,660+125.3% |
| Participant deferral / active EE | $16,388 | $8,699+88.4% | $7,025+133.3% | $6,688+145.0% |
| Admin fee / account holder | $7,228 | $9,954-27.4% | $6,858+5.4% | $13,397-46.0% |