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 | $19,660 | $117,841-83.3% | $102,423-80.8% | $145,922-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.90% | 31.65%-8.7pp | 29.32%-6.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,194 | $3,615-39.3% | $3,023-27.4% | $4,660-52.9% |
| Participant deferral / active EE | $8,509 | $5,731+48.5% | $5,053+68.4% | $6,688+27.2% |
| Admin fee / account holder | $1,775 | $13,326-86.7% | $9,451-81.2% | $13,397-86.7% |