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 | $45,064 | $185,822-75.7% | $169,993-73.5% | $139,434-67.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.10% | 60.50%-34.4pp | 53.37%-27.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $4,414 | $7,590-41.8% | $6,785-34.9% | $4,751-7.1% |
| Participant deferral / active EE | $4,414 | $11,622-62.0% | $10,408-57.6% | $6,710-34.2% |
| Admin fee / account holder | $336 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |