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 | $25,530 | $159,901-84.0% | $146,958-82.6% | $145,922-82.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 60.83% | 98.13%-37.3pp | 418.34%-357.5pp | 561.29%-500.5pp |
| Employer contribution / active EE | $6,734 | $5,286+27.4% | $4,933+36.5% | $4,660+44.5% |
| Participant deferral / active EE | $11,969 | $8,428+42.0% | $8,070+48.3% | $6,688+79.0% |
| Admin fee / account holder | $1,658 | $15,044-89.0% | $12,998-87.2% | $13,397-87.6% |