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 | $14,226 | $169,032-91.6% | $129,207-89.0% | $145,922-90.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 54.40% | 14330.11%-14275.7pp | 9417.33%-9362.9pp | 561.29%-506.9pp |
| Employer contribution / active EE | $1,810 | $5,537-67.3% | $4,153-56.4% | $4,660-61.1% |
| Participant deferral / active EE | $3,693 | $4,987-26.0% | $4,168-11.4% | $6,688-44.8% |
| Admin fee / account holder | $1,454 | $9,954-85.4% | $7,715-81.2% | $13,397-89.2% |