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 | $22,307 | $175,202-87.3% | $149,673-85.1% | $139,434-84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,900 | $5,474-65.3% | $4,818-60.6% | $4,751-60.0% |
| Participant deferral / active EE | $2,600 | $6,519-60.1% | $5,680-54.2% | $6,710-61.3% |
| Admin fee / account holder | $9,726 | $16,150-39.8% | $13,210-26.4% | $11,403-14.7% |