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 | $34,340 | $183,519-81.3% | $155,509-77.9% | $145,922-76.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.31% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,106 | $5,313+14.9% | $4,672+30.7% | $4,660+31.0% |
| Participant deferral / active EE | $3,856 | $6,462-40.3% | $5,626-31.5% | $6,688-42.3% |
| Admin fee / account holder | $532 | $19,313-97.2% | $15,912-96.7% | $13,397-96.0% |