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 | $13,997 | $177,572-92.1% | $154,803-91.0% | $142,382-90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 150.00% | 65.07%+84.9pp | 58.88%+91.1pp | 217.08%-67.1pp |
| Employer contribution / active EE | $1,111 | $4,810-76.9% | $4,305-74.2% | $4,299-74.1% |
| Participant deferral / active EE | $3,131 | $6,272-50.1% | $5,540-43.5% | $6,507-51.9% |
| Admin fee / account holder | $755 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |