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 | $25,758 | $109,817-76.5% | $98,442-73.8% | $167,490-84.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.26% | 1956.69%-1947.4pp | 1492.73%-1483.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,940 | $3,224-8.8% | $2,960-0.7% | $4,837-39.2% |
| Participant deferral / active EE | $14,850 | $4,673+217.8% | $4,276+247.3% | $6,341+134.2% |
| Admin fee / account holder | $533 | $6,753-92.1% | $5,949-91.0% | $12,309-95.7% |