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 | $21,979 | $183,519-88.0% | $155,509-85.9% | $145,922-84.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,155 | $5,313-78.3% | $4,672-75.3% | $4,660-75.2% |
| Participant deferral / active EE | $3,892 | $6,462-39.8% | $5,626-30.8% | $6,688-41.8% |
| Admin fee / account holder | $751 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |