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 | $27,108 | $183,519-85.2% | $155,509-82.6% | $145,922-81.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.81% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,292 | $5,313+74.9% | $4,672+98.9% | $4,660+99.4% |
| Participant deferral / active EE | $4,588 | $6,462-29.0% | $5,626-18.4% | $6,688-31.4% |
| Admin fee / account holder | $423 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |