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 | $70,993 | $158,398-55.2% | $126,539-43.9% | $142,382-50.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.44% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,524 | $4,650-45.7% | $3,674-31.3% | $4,299-41.3% |
| Participant deferral / active EE | $4,875 | $4,767+2.3% | $4,083+19.4% | $6,507-25.1% |
| Admin fee / account holder | $562 | $6,918-91.9% | $6,065-90.7% | $12,624-95.5% |