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 3-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 | $74,515 | $169,032-55.9% | $129,207-42.3% | $145,922-48.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.43% | 14330.11%-14316.7pp | 9417.33%-9403.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,396 | $5,537-2.5% | $4,153+29.9% | $4,660+15.8% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,168+451.9% | $6,688+243.9% |
| Admin fee / account holder | $851 | $9,954-91.5% | $7,715-89.0% | $13,397-93.6% |