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 | $42,293 | $169,032-75.0% | $129,207-67.3% | $145,922-71.0% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 38.25% | 14330.11%-14291.9pp | 9417.33%-9379.1pp | 561.29%-523.0pp |
| Employer contribution / active EE | $5,062 | $5,537-8.6% | $4,153+21.9% | $4,660+8.6% |
| Participant deferral / active EE | $7,029 | $4,987+40.9% | $4,168+68.6% | $6,688+5.1% |
| Admin fee / account holder | $427 | $9,954-95.7% | $7,715-94.5% | $13,397-96.8% |