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 | $24,981 | $176,056-85.8% | $159,436-84.3% | $167,490-85.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.95% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,439 | $5,297-35.1% | $4,829-28.8% | $4,837-28.9% |
| Participant deferral / active EE | $8,894 | $7,750+14.8% | $7,352+21.0% | $6,341+40.2% |
| Admin fee / account holder | $371 | $12,554-97.0% | $10,799-96.6% | $12,309-97.0% |