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 | $17,190 | $138,044-87.5% | $125,339-86.3% | $134,475-87.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 21.34% | 750.33%-729.0pp | 572.05%-550.7pp | 417.96%-396.6pp |
| Employer contribution / active EE | $1,158 | $5,243-77.9% | $4,814-75.9% | $4,740-75.6% |
| Participant deferral / active EE | $9,838 | $7,799+26.1% | $7,446+32.1% | $6,400+53.7% |
| Admin fee / account holder | $506 | $11,571-95.6% | $10,010-94.9% | $11,426-95.6% |