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 | $103,276 | $210,648-51.0% | $177,989-42.0% | $145,922-29.2% |
| Participation rate | 94.1% | 80.8%+13.4pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 12.51% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,378 | $4,565+61.6% | $3,949+86.9% | $4,660+58.3% |
| Participant deferral / active EE | $7,205 | $6,958+3.6% | $6,276+14.8% | $6,688+7.7% |
| Admin fee / account holder | $965 | $12,013-92.0% | $10,363-90.7% | $13,397-92.8% |