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 4-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 | $21,204 | $96,635-78.1% | $86,612-75.5% | $139,434-84.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 37.51% | 106.41%-68.9pp | 591.07%-553.6pp | 372.94%-335.4pp |
| Employer contribution / active EE | $1,813 | $3,263-44.4% | $3,022-40.0% | $4,751-61.8% |
| Participant deferral / active EE | $7,757 | $4,836+60.4% | $4,438+74.8% | $6,710+15.6% |
| Admin fee / account holder | $715 | $6,408-88.8% | $5,614-87.3% | $11,403-93.7% |