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 | $20,352 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.47% | 70.24%-41.8pp | 62.55%-34.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $2,842 | $4,961-42.7% | $4,693-39.4% | $4,299-33.9% |
| Participant deferral / active EE | $8,774 | $8,310+5.6% | $7,997+9.7% | $6,507+34.8% |
| Admin fee / account holder | $768 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |