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 | $159,602-51.7% | $150,045-48.6% | $142,382-45.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 1958.56% | 70.24%+1888.3pp | 62.55%+1896.0pp | 217.08%+1741.5pp |
| Employer contribution / active EE | $2,155 | $4,961-56.6% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $2,685 | $8,310-67.7% | $7,997-66.4% | $6,507-58.7% |
| Admin fee / account holder | $936 | $14,846-93.7% | $13,435-93.0% | $12,624-92.6% |