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 | $35,504 | $115,770-69.3% | $101,248-64.9% | $158,922-77.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 36.25% | 56.14%-19.9pp | 46.47%-10.2pp | 302.83%-266.6pp |
| Employer contribution / active EE | $5,194 | $4,175+24.4% | $3,660+41.9% | $4,761+9.1% |
| Participant deferral / active EE | $20,988 | $4,957+323.4% | $4,370+380.3% | $5,982+250.8% |
| Admin fee / account holder | $421 | $7,245-94.2% | $5,945-92.9% | $11,246-96.3% |