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 | $19,008 | $202,432-90.6% | $169,368-88.8% | $139,434-86.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.50% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,339 | $4,692-7.5% | $4,013+8.1% | $4,751-8.7% |
| Participant deferral / active EE | $4,560 | $6,938-34.3% | $6,221-26.7% | $6,710-32.0% |
| Admin fee / account holder | $609 | $10,708-94.3% | $9,003-93.2% | $11,403-94.7% |