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 5-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 | $27,960 | $138,044-79.7% | $125,339-77.7% | $134,475-79.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.31% | 750.33%-745.0pp | 572.05%-566.7pp | 417.96%-412.7pp |
| Employer contribution / active EE | $1,481 | $5,243-71.8% | $4,814-69.2% | $4,740-68.8% |
| Participant deferral / active EE | $4,196 | $7,799-46.2% | $7,446-43.6% | $6,400-34.4% |
| Admin fee / account holder | $551 | $11,571-95.2% | $10,010-94.5% | $11,426-95.2% |