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 7-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 | $24,150 | $165,335-85.4% | $149,696-83.9% | $158,922-84.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 60.53% | 348.15%-287.6pp | 276.60%-216.1pp | 302.83%-242.3pp |
| Employer contribution / active EE | $5,869 | $5,103+15.0% | $4,644+26.4% | $4,761+23.3% |
| Participant deferral / active EE | $11,785 | $7,181+64.1% | $6,842+72.3% | $5,982+97.0% |
| Admin fee / account holder | $495 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |