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 | $22,075 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.13% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $3,100 | $4,961-37.5% | $4,693-33.9% | $4,299-27.9% |
| Participant deferral / active EE | $4,198 | $8,310-49.5% | $7,997-47.5% | $6,507-35.5% |
| Admin fee / account holder | $350 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |