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 | $45,964 | $173,345-73.5% | $136,007-66.2% | $145,922-68.5% |
| Participation rate | 85.7% | 80.5%+5.3pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 20.51% | 1163.32%-1142.8pp | 579.32%-558.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $6,566 | $5,278+24.4% | $4,217+55.7% | $4,660+40.9% |
| Participant deferral / active EE | $10,158 | $8,699+16.8% | $7,025+44.6% | $6,688+51.9% |
| Admin fee / account holder | $465 | $9,954-95.3% | $6,858-93.2% | $13,397-96.5% |