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 | $56,956 | $183,592-69.0% | $155,567-63.4% | $145,959-61.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.19% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,513 | $5,315-52.7% | $4,674-46.2% | $4,661-46.1% |
| Participant deferral / active EE | $8,024 | $6,464+24.1% | $5,628+42.6% | $6,689+20.0% |
| Admin fee / account holder | $394 | $19,318-98.0% | $15,916-97.5% | $13,398-97.1% |