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 | $77,189 | $86,286-10.5% | $111,297-30.6% | $85,850-10.1% |
| Participation rate | 78.3% | 73.3%+5.0pp | 77.3%+1.0pp | 69.3%+9.0pp |
| Annual return | 301.63% | 19.99%+281.6pp | 54.65%+247.0pp | 318.53%-16.9pp |
| Employer contribution / active EE | $2,701 | $2,043+32.2% | $2,731-1.1% | $2,565+5.3% |
| Participant deferral / active EE | $12,033 | $3,641+230.5% | $4,487+168.2% | $3,952+204.5% |
| Admin fee / account holder | $2,795 | $8,188-65.9% | $7,964-64.9% | $6,260-55.3% |