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 | $48,474 | $175,202-72.3% | $149,673-67.6% | $139,434-65.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 595.45% | 166.71%+428.7pp | 134.42%+461.0pp | 372.94%+222.5pp |
| Employer contribution / active EE | $1,358 | $5,474-75.2% | $4,818-71.8% | $4,751-71.4% |
| Participant deferral / active EE | $3,061 | $6,519-53.0% | $5,680-46.1% | $6,710-54.4% |
| Admin fee / account holder | $466 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |