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 | $27,084 | $106,515-74.6% | $96,683-72.0% | $139,434-80.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 144.63% | 38.43%+106.2pp | 35.69%+108.9pp | 372.94%-228.3pp |
| Employer contribution / active EE | $1,725 | $4,103-58.0% | $3,737-53.8% | $4,751-63.7% |
| Participant deferral / active EE | $8,448 | $5,454+54.9% | $4,878+73.2% | $6,710+25.9% |
| Admin fee / account holder | $410 | $7,877-94.8% | $6,730-93.9% | $11,403-96.4% |