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 | $67,809 | $70,756-4.2% | $65,493+3.5% | $142,382-52.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 16.23% | 1754.89%-1738.7pp | 982.45%-966.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $535 | $2,881-81.4% | $2,574-79.2% | $4,299-87.6% |
| Participant deferral / active EE | $9,402 | $4,637+102.8% | $3,961+137.4% | $6,507+44.5% |
| Admin fee / account holder | $329 | $6,559-95.0% | $5,028-93.5% | $12,624-97.4% |