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 | $76,301 | $202,432-62.3% | $169,368-54.9% | $139,434-45.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.49% | 531.74%-503.2pp | 405.60%-377.1pp | 372.94%-344.5pp |
| Employer contribution / active EE | $10,191 | $4,692+117.2% | $4,013+154.0% | $4,751+114.5% |
| Participant deferral / active EE | $16,092 | $6,938+131.9% | $6,221+158.7% | $6,710+139.8% |
| Admin fee / account holder | $2,492 | $10,708-76.7% | $9,003-72.3% | $11,403-78.1% |