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 | $33,227 | $185,822-82.1% | $169,993-80.5% | $139,434-76.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.30% | 60.50%-35.2pp | 53.37%-28.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,315 | $7,590-43.1% | $6,785-36.4% | $4,751-9.2% |
| Participant deferral / active EE | $11,276 | $11,622-3.0% | $10,408+8.3% | $6,710+68.0% |
| Admin fee / account holder | $587 | $15,381-96.2% | $12,815-95.4% | $11,403-94.8% |