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 | $14,954 | $156,846-90.5% | $121,098-87.7% | $139,434-89.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 23.82% | 1474.56%-1450.7pp | 985.75%-961.9pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,548 | $5,536-72.0% | $4,164-62.8% | $4,751-67.4% |
| Participant deferral / active EE | $6,948 | $4,844+43.4% | $4,080+70.3% | $6,710+3.5% |
| Admin fee / account holder | $551 | $6,946-92.1% | $5,644-90.2% | $11,403-95.2% |