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 | $22,015 | $172,111-87.2% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,793 | $4,636+24.9% | $4,154+39.5% | $4,156+39.4% |
| Participant deferral / active EE | $4,656 | $6,166-24.5% | $5,453-14.6% | $6,407-27.3% |
| Admin fee / account holder | $527 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |