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 | $49,487 | $210,648-76.5% | $177,989-72.2% | $145,922-66.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.30% | 385.86%-377.6pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $953 | $4,565-79.1% | $3,949-75.9% | $4,660-79.5% |
| Participant deferral / active EE | $4,932 | $6,958-29.1% | $6,276-21.4% | $6,688-26.3% |
| Admin fee / account holder | $660 | $12,013-94.5% | $10,363-93.6% | $13,397-95.1% |