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 | $31,974 | $149,040-78.5% | $120,225-73.4% | $137,256-76.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.46% | 605.68%-588.2pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,802 | $4,350-35.6% | $3,475-19.4% | $4,156-32.6% |
| Participant deferral / active EE | $8,255 | $4,655+77.3% | $3,999+106.4% | $6,407+28.8% |
| Admin fee / account holder | $6,624 | $6,348+4.4% | $5,696+16.3% | $12,270-46.0% |