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 | $18,599 | $105,126-82.3% | $94,646-80.3% | $139,434-86.7% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 22.35% | 38.03%-15.7pp | 156.71%-134.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,639 | $4,106-35.7% | $3,672-28.1% | $4,751-44.4% |
| Participant deferral / active EE | $5,450 | $7,599-28.3% | $7,418-26.5% | $6,710-18.8% |
| Admin fee / account holder | $349 | $8,984-96.1% | $7,231-95.2% | $11,403-96.9% |