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 | $31,734 | $114,381-72.3% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.96% | 242.71%-222.7pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,544 | $4,015-36.6% | $3,754-32.2% | $4,299-40.8% |
| Participant deferral / active EE | $6,506 | $5,564+16.9% | $5,116+27.2% | $6,5070% |
| Admin fee / account holder | $302 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |