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 | $32,098 | $159,901-79.9% | $146,958-78.2% | $145,922-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,388 | $5,286-35.9% | $4,933-31.3% | $4,660-27.3% |
| Participant deferral / active EE | $8,303 | $8,428-1.5% | $8,070+2.9% | $6,688+24.1% |
| Admin fee / account holder | $680 | $15,044-95.5% | $12,998-94.8% | $13,397-94.9% |