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 | $36,545 | $99,640-63.3% | $86,436-57.7% | $134,475-72.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 218.37% | 6782.58%-6564.2pp | 4394.89%-4176.5pp | 417.96%-199.6pp |
| Employer contribution / active EE | $1,975 | $4,400-55.1% | $3,769-47.6% | $4,740-58.3% |
| Participant deferral / active EE | $6,419 | $7,246-11.4% | $6,952-7.7% | $6,400+0.3% |
| Admin fee / account holder | $988 | $8,371-88.2% | $6,731-85.3% | $11,426-91.4% |