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 | $40,260 | $202,432-80.1% | $169,368-76.2% | $139,434-71.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.15% | 531.74%-517.6pp | 405.60%-391.4pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,235 | $4,692-73.7% | $4,013-69.2% | $4,751-74.0% |
| Participant deferral / active EE | $9,172 | $6,938+32.2% | $6,221+47.4% | $6,710+36.7% |
| Admin fee / account holder | $472 | $10,708-95.6% | $9,003-94.8% | $11,403-95.9% |