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 | $31,546 | $72,396-56.4% | $67,511-53.3% | $145,959-78.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.90% | 7194.07%-7182.2pp | 3517.41%-3505.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,544 | $3,071+48.0% | $2,733+66.3% | $4,661-2.5% |
| Participant deferral / active EE | $12,942 | $4,781+170.7% | $4,000+223.5% | $6,689+93.5% |
| Admin fee / account holder | $3,585 | $5,538-35.3% | $3,999-10.4% | $13,398-73.2% |