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 | $18,045 | $148,534-87.9% | $135,903-86.7% | $139,434-87.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.34% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,440 | $5,243-53.5% | $4,856-49.8% | $4,751-48.6% |
| Participant deferral / active EE | $4,832 | $8,100-40.3% | $7,758-37.7% | $6,710-28.0% |
| Admin fee / account holder | $390 | $12,400-96.9% | $10,762-96.4% | $11,403-96.6% |