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 | $62,843 | $202,432-69.0% | $169,368-62.9% | $139,434-54.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.41% | 531.74%-510.3pp | 405.60%-384.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $22,362 | $4,692+376.6% | $4,013+457.3% | $4,751+370.7% |
| Participant deferral / active EE | $15,491 | $6,938+123.3% | $6,221+149.0% | $6,710+130.9% |
| Admin fee / account holder | $19,726 | $10,708+84.2% | $9,003+119.1% | $11,403+73.0% |