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 | $63,380 | $114,381-44.6% | $107,525-41.1% | $142,382-55.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.87% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $931 | $4,015-76.8% | $3,754-75.2% | $4,299-78.3% |
| Participant deferral / active EE | $6,538 | $5,564+17.5% | $5,116+27.8% | $6,507+0.5% |
| Admin fee / account holder | $495 | $9,860-95.0% | $8,919-94.4% | $12,624-96.1% |