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 5-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 | $23,822 | $175,202-86.4% | $149,673-84.1% | $139,434-82.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.84% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,016 | $5,474-44.9% | $4,818-37.4% | $4,751-36.5% |
| Participant deferral / active EE | $9,452 | $6,519+45.0% | $5,680+66.4% | $6,710+40.9% |
| Admin fee / account holder | $581 | $16,150-96.4% | $13,210-95.6% | $11,403-94.9% |