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 6-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 | $42,298 | $210,648-79.9% | $177,989-76.2% | $145,922-71.0% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 12.49% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,183 | $4,565-30.3% | $3,949-19.4% | $4,660-31.7% |
| Participant deferral / active EE | $7,469 | $6,958+7.4% | $6,276+19.0% | $6,688+11.7% |
| Admin fee / account holder | $1,118 | $12,013-90.7% | $10,363-89.2% | $13,397-91.7% |