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 | $21,559 | $117,983-81.7% | $101,794-78.8% | $142,382-84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.34% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,856 | $2,773-33.1% | $2,289-18.9% | $4,299-56.8% |
| Participant deferral / active EE | $5,366 | $4,714+13.8% | $4,084+31.4% | $6,507-17.5% |
| Admin fee / account holder | $386 | $10,433-96.3% | $8,777-95.6% | $12,624-96.9% |