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 | $21,179 | $202,432-89.5% | $169,368-87.5% | $139,434-84.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.45% | 531.74%-511.3pp | 405.60%-385.2pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,265 | $4,692-51.7% | $4,013-43.5% | $4,751-52.3% |
| Participant deferral / active EE | $5,476 | $6,938-21.1% | $6,221-12.0% | $6,710-18.4% |
| Admin fee / account holder | $418 | $10,708-96.1% | $9,003-95.4% | $11,403-96.3% |