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 | $37,513 | $165,984-77.4% | $164,813-77.2% | $145,922-74.3% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 52.15% | 100.03%-47.9pp | 69.93%-17.8pp | 561.29%-509.1pp |
| Employer contribution / active EE | $1,679 | $5,273-68.2% | $4,341-61.3% | $4,660-64.0% |
| Participant deferral / active EE | $6,307 | $6,959-9.4% | $6,031+4.6% | $6,688-5.7% |
| Admin fee / account holder | $541 | $16,648-96.7% | $12,690-95.7% | $13,397-96.0% |