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 3-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 | $50,181 | $232,540-78.4% | $185,117-72.9% | $147,584-66.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.72% | 43.03%-34.3pp | 40.50%-31.8pp | 578.55%-569.8pp |
| Employer contribution / active EE | $714 | $5,195-86.3% | $4,182-82.9% | $4,876-85.4% |
| Participant deferral / active EE | $11,337 | $5,834+94.3% | $5,045+124.7% | $5,439+108.5% |
| Admin fee / account holder | $643 | $10,275-93.7% | $8,159-92.1% | $10,885-94.1% |