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 | $27,820 | $183,519-84.8% | $155,509-82.1% | $145,922-80.9% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 18.50% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,649 | $5,313-50.1% | $4,672-43.3% | $4,660-43.2% |
| Participant deferral / active EE | $3,492 | $6,462-46.0% | $5,626-37.9% | $6,688-47.8% |
| Admin fee / account holder | $408 | $19,313-97.9% | $15,912-97.4% | $13,397-97.0% |