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 | $25,547 | $183,519-86.1% | $155,509-83.6% | $145,922-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 51.34% | 61.17%-9.8pp | 64.67%-13.3pp | 561.29%-509.9pp |
| Employer contribution / active EE | $1,750 | $5,313-67.1% | $4,672-62.5% | $4,660-62.4% |
| Participant deferral / active EE | $7,772 | $6,462+20.3% | $5,626+38.1% | $6,688+16.2% |
| Admin fee / account holder | $1,436 | $19,313-92.6% | $15,912-91.0% | $13,397-89.3% |