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 6-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 | $28,471 | $202,432-85.9% | $169,368-83.2% | $139,434-79.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 531.74%-516.2pp | 405.60%-390.0pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,747 | $4,692-41.5% | $4,013-31.5% | $4,751-42.2% |
| Participant deferral / active EE | $6,464 | $6,938-6.8% | $6,221+3.9% | $6,710-3.7% |
| Admin fee / account holder | $324 | $10,708-97.0% | $9,003-96.4% | $11,403-97.2% |