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 | $36,046 | $159,934-77.5% | $147,005-75.5% | $145,959-75.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,403 | $5,287-35.6% | $4,934-31.0% | $4,661-27.0% |
| Participant deferral / active EE | $9,114 | $8,427+8.1% | $8,070+12.9% | $6,689+36.3% |
| Admin fee / account holder | $325 | $15,053-97.8% | $13,006-97.5% | $13,398-97.6% |