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 6-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 | $20,509 | $138,044-85.1% | $125,339-83.6% | $134,475-84.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.31% | 750.33%-747.0pp | 572.05%-568.7pp | 417.96%-414.7pp |
| Employer contribution / active EE | $2,609 | $5,243-50.3% | $4,814-45.8% | $4,740-45.0% |
| Participant deferral / active EE | $4,483 | $7,799-42.5% | $7,446-39.8% | $6,400-29.9% |
| Admin fee / account holder | $390 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |