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 6-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 | $27,580 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 28.25% | 79.19%-50.9pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $12,500 | $5,243+138.4% | $4,856+157.4% | $4,751+163.1% |
| Participant deferral / active EE | $6,845 | $8,100-15.5% | $7,758-11.8% | $6,710+2.0% |
| Admin fee / account holder | $397 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |