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 | $51,861 | $132,634-60.9% | $115,768-55.2% | $137,256-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.94% | 160.70%-143.8pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,884 | $3,360-43.9% | $2,940-35.9% | $4,156-54.7% |
| Participant deferral / active EE | $8,191 | $5,619+45.8% | $4,917+66.6% | $6,407+27.8% |
| Admin fee / account holder | $427 | $15,028-97.2% | $12,439-96.6% | $12,270-96.5% |