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 | $31,506 | $102,317-69.2% | $146,958-78.6% | $80,856-61.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 3762.41% | 134.76%+3627.6pp | 418.34%+3344.1pp | 35.59%+3726.8pp |
| Employer contribution / active EE | $3,524 | $3,713-5.1% | $4,933-28.6% | $2,755+27.9% |
| Participant deferral / active EE | $6,644 | $6,6440% | $8,070-17.7% | $4,296+54.7% |
| Admin fee / account holder | $2,808 | $7,941-64.6% | $12,998-78.4% | $6,918-59.4% |