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 | $21,190 | $154,228-86.3% | $145,433-85.4% | $137,256-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.34% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,712 | $4,804-64.4% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $4,759 | $8,216-42.1% | $7,897-39.7% | $6,407-25.7% |
| Admin fee / account holder | $581 | $14,344-95.9% | $13,129-95.6% | $12,270-95.3% |