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 | $18,803 | $111,724-83.2% | $93,606-79.9% | $145,922-87.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.57% | 202.98%-185.4pp | 133.20%-115.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,354 | $3,090-56.2% | $2,420-44.0% | $4,660-70.9% |
| Participant deferral / active EE | $1,195 | $4,912-75.7% | $4,411-72.9% | $6,688-82.1% |
| Admin fee / account holder | $322 | $10,250-96.9% | $8,285-96.1% | $13,397-97.6% |