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 10-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 | $20,925 | $68,346-69.4% | $94,646-77.9% | $75,163-72.2% |
| Participation rate | 97.6% | 76.1%+21.5pp | 80.8%+16.7pp | 67.2%+30.4pp |
| Annual return | 26.61% | 616.93%-590.3pp | 156.71%-130.1pp | 160.62%-134.0pp |
| Employer contribution / active EE | $2,671 | $2,701-1.1% | $3,672-27.3% | $2,6700% |
| Participant deferral / active EE | $6,390 | $6,537-2.2% | $7,418-13.9% | $4,125+54.9% |
| Admin fee / account holder | $408 | $5,326-92.3% | $7,231-94.4% | $5,651-92.8% |