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 3-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 | $16,458 | $149,040-89.0% | $120,225-86.3% | $137,256-88.0% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 36.61% | 605.68%-569.1pp | 439.23%-402.6pp | 220.34%-183.7pp |
| Employer contribution / active EE | $1,419 | $4,350-67.4% | $3,475-59.2% | $4,156-65.9% |
| Participant deferral / active EE | $5,775 | $4,655+24.1% | $3,999+44.4% | $6,407-9.9% |
| Admin fee / account holder | $612 | $6,348-90.4% | $5,696-89.2% | $12,270-95.0% |