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 | $27,915 | $149,040-81.3% | $120,225-76.8% | $137,256-79.7% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 18.22% | 605.68%-587.5pp | 439.23%-421.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,912 | $4,350-33.1% | $3,475-16.2% | $4,156-29.9% |
| Participant deferral / active EE | $650 | $4,655-86.0% | $3,999-83.7% | $6,407-89.9% |
| Admin fee / account holder | $648 | $6,348-89.8% | $5,696-88.6% | $12,270-94.7% |