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 | $35,706 | $217,402-83.6% | $185,823-80.8% | $167,490-78.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.92% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,834 | $5,873-51.7% | $5,167-45.1% | $4,837-41.4% |
| Participant deferral / active EE | $6,265 | $6,356-1.4% | $5,568+12.5% | $6,341-1.2% |
| Admin fee / account holder | $717 | $19,811-96.4% | $16,237-95.6% | $12,309-94.2% |