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 4-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 | $25,638 | $175,202-85.4% | $149,673-82.9% | $139,434-81.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 104.11% | 166.71%-62.6pp | 134.42%-30.3pp | 372.94%-268.8pp |
| Employer contribution / active EE | $11,731 | $5,474+114.3% | $4,818+143.5% | $4,751+146.9% |
| Participant deferral / active EE | $6,690 | $6,519+2.6% | $5,680+17.8% | $6,710-0.3% |
| Admin fee / account holder | $563 | $16,150-96.5% | $13,210-95.7% | $11,403-95.1% |