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 | $122,344 | $214,378-42.9% | $200,582-39.0% | $142,382-14.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 125.76% | 46.41%+79.4pp | 42.33%+83.4pp | 217.08%-91.3pp |
| Employer contribution / active EE | $1,521 | $6,841-77.8% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $13,509 | $9,865+36.9% | $9,331+44.8% | $6,507+107.6% |
| Admin fee / account holder | $536 | $17,692-97.0% | $16,305-96.7% | $12,624-95.8% |