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 | $29,451 | $138,044-78.7% | $125,339-76.5% | $134,475-78.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 6.73% | 750.33%-743.6pp | 572.05%-565.3pp | 417.96%-411.2pp |
| Employer contribution / active EE | $3,380 | $5,243-35.5% | $4,814-29.8% | $4,740-28.7% |
| Participant deferral / active EE | $8,007 | $7,799+2.7% | $7,446+7.5% | $6,400+25.1% |
| Admin fee / account holder | $303 | $11,571-97.4% | $10,010-97.0% | $11,426-97.3% |