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 4-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 | $19,268 | $177,572-89.1% | $154,803-87.6% | $142,382-86.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 697.74% | 65.07%+632.7pp | 58.88%+638.9pp | 217.08%+480.7pp |
| Employer contribution / active EE | $1,743 | $4,810-63.8% | $4,305-59.5% | $4,299-59.4% |
| Participant deferral / active EE | $2,013 | $6,272-67.9% | $5,540-63.7% | $6,507-69.1% |
| Admin fee / account holder | $438 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |