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 | $55,377 | $183,519-69.8% | $155,509-64.4% | $145,922-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,501 | $5,313+41.2% | $4,672+60.5% | $4,660+61.0% |
| Participant deferral / active EE | $5,964 | $6,462-7.7% | $5,626+6.0% | $6,688-10.8% |
| Admin fee / account holder | $783 | $19,313-95.9% | $15,912-95.1% | $13,397-94.2% |