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 4-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 | $77,161 | $154,228-50.0% | $145,433-46.9% | $137,256-43.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 1958.56% | 74.59%+1884.0pp | 66.58%+1892.0pp | 220.34%+1738.2pp |
| Employer contribution / active EE | $2,155 | $4,804-55.1% | $4,554-52.7% | $4,156-48.1% |
| Participant deferral / active EE | $2,685 | $8,216-67.3% | $7,897-66.0% | $6,407-58.1% |
| Admin fee / account holder | $936 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |