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 | $27,250 | $176,056-84.5% | $159,436-82.9% | $167,490-83.7% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 14.98% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $8,601 | $5,297+62.4% | $4,829+78.1% | $4,837+77.8% |
| Participant deferral / active EE | $7,226 | $7,750-6.8% | $7,352-1.7% | $6,341+14.0% |
| Admin fee / account holder | $4,919 | $12,554-60.8% | $10,799-54.5% | $12,309-60.0% |