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 | $19,895 | $105,126-81.1% | $94,646-79.0% | $139,434-85.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.99% | 38.03%-11.0pp | 156.71%-129.7pp | 372.94%-346.0pp |
| Employer contribution / active EE | $4,102 | $4,106-0.1% | $3,672+11.7% | $4,751-13.7% |
| Participant deferral / active EE | $14,833 | $7,599+95.2% | $7,418+100.0% | $6,710+121.1% |
| Admin fee / account holder | $973 | $8,984-89.2% | $7,231-86.5% | $11,403-91.5% |