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 | $36,773 | $109,904-66.5% | $97,167-62.2% | $145,959-74.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 7.69% | 243.43%-235.7pp | 75.27%-67.6pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,961 | $3,084-36.4% | $2,729-28.1% | $4,661-57.9% |
| Participant deferral / active EE | $5,409 | $4,676+15.7% | $4,264+26.9% | $6,689-19.1% |
| Admin fee / account holder | $472 | $6,216-92.4% | $5,650-91.6% | $13,398-96.5% |