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 | $25,372 | $175,202-85.5% | $149,673-83.0% | $139,434-81.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.45% | 166.71%-140.3pp | 134.42%-108.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $21,819 | $5,474+298.6% | $4,818+352.9% | $4,751+359.3% |
| Participant deferral / active EE | $11,001 | $6,519+68.8% | $5,680+93.7% | $6,710+63.9% |
| Admin fee / account holder | $1,026 | $16,150-93.6% | $13,210-92.2% | $11,403-91.0% |