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 3-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 | $20,685 | $172,111-88.0% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1677.47% | 69.37%+1608.1pp | 62.79%+1614.7pp | 220.34%+1457.1pp |
| Employer contribution / active EE | $1,632 | $4,636-64.8% | $4,154-60.7% | $4,156-60.7% |
| Participant deferral / active EE | $1,899 | $6,166-69.2% | $5,453-65.2% | $6,407-70.4% |
| Admin fee / account holder | $528 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |