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 | $68,075 | $180,749-62.3% | $160,784-57.7% | $137,256-50.4% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.0%+7.7pp | 80.0%+4.7pp |
| Annual return | 13.11% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,417 | $4,155-41.8% | $3,733-35.2% | $4,156-41.8% |
| Participant deferral / active EE | $12,862 | $6,844+87.9% | $6,293+104.4% | $6,407+100.8% |
| Admin fee / account holder | $5,446 | $10,397-47.6% | $9,717-43.9% | $12,270-55.6% |