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 | $63,521 | $169,032-62.4% | $129,207-50.8% | $145,922-56.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 16.28% | 14330.11%-14313.8pp | 9417.33%-9401.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $17,266 | $5,537+211.9% | $4,153+315.7% | $4,660+270.6% |
| Participant deferral / active EE | $11,695 | $4,987+134.5% | $4,168+180.6% | $6,688+74.9% |
| Admin fee / account holder | $1,378 | $9,954-86.2% | $7,715-82.1% | $13,397-89.7% |