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 4-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 | $22,801 | $175,202-87.0% | $149,673-84.8% | $139,434-83.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.09% | 166.71%-120.6pp | 134.42%-88.3pp | 372.94%-326.9pp |
| Employer contribution / active EE | $1,642 | $5,474-70.0% | $4,818-65.9% | $4,751-65.4% |
| Participant deferral / active EE | $3,633 | $6,519-44.3% | $5,680-36.0% | $6,710-45.9% |
| Admin fee / account holder | $347 | $16,150-97.8% | $13,210-97.4% | $11,403-97.0% |