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 | $74,237 | $80,968-8.3% | $96,544-23.1% | $75,163-1.2% |
| Participation rate | 91.2% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.0pp |
| Annual return | 2152.67% | 27.06%+2125.6pp | 25.84%+2126.8pp | 160.62%+1992.1pp |
| Employer contribution / active EE | $2,586 | $2,282+13.3% | $2,965-12.8% | $2,670-3.1% |
| Participant deferral / active EE | $4,271 | $3,928+8.7% | $4,851-12.0% | $4,125+3.5% |
| Admin fee / account holder | $13,586 | $6,724+102.0% | $8,252+64.6% | $5,651+140.4% |