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 | $22,964 | $106,515-78.4% | $96,683-76.2% | $139,434-83.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 284.70% | 38.43%+246.3pp | 35.69%+249.0pp | 372.94%-88.2pp |
| Employer contribution / active EE | $5,049 | $4,103+23.1% | $3,737+35.1% | $4,751+6.3% |
| Participant deferral / active EE | $5,392 | $5,454-1.1% | $4,878+10.5% | $6,710-19.7% |
| Admin fee / account holder | $1,856 | $7,877-76.4% | $6,730-72.4% | $11,403-83.7% |