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 | $22,499 | $111,814-79.9% | $103,374-78.2% | $145,959-84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.06% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $5,360 | $4,214+27.2% | $3,869+38.5% | $4,661+15.0% |
| Participant deferral / active EE | $4,936 | $5,618-12.1% | $5,058-2.4% | $6,689-26.2% |
| Admin fee / account holder | $318 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |