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 6-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 | $23,695 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,799 | $5,313-66.1% | $4,672-61.5% | $4,660-61.4% |
| Participant deferral / active EE | $3,704 | $6,462-42.7% | $5,626-34.2% | $6,688-44.6% |
| Admin fee / account holder | $322 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |