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 8-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 | $10,689 | $49,922-78.6% | $80,569-86.7% | $75,163-85.8% |
| Participation rate | 97.2% | 55.3%+41.9pp | 67.0%+30.2pp | 67.2%+30.0pp |
| Annual return | 17.07% | 34.69%-17.6pp | 935.43%-918.4pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,646 | $1,698+55.8% | $2,723-2.9% | $2,670-0.9% |
| Participant deferral / active EE | $5,441 | $2,990+82.0% | $4,447+22.3% | $4,125+31.9% |
| Admin fee / account holder | $898 | $3,577-74.9% | $5,377-83.3% | $5,651-84.1% |