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 | $31,948 | $126,519-74.7% | $106,201-69.9% | $145,959-78.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.26% | 225.10%-210.8pp | 116.26%-102.0pp | 561.95%-547.7pp |
| Employer contribution / active EE | $9,376 | $3,726+151.7% | $3,170+195.8% | $4,661+101.2% |
| Participant deferral / active EE | $13,174 | $5,716+130.5% | $5,012+162.8% | $6,689+97.0% |
| Admin fee / account holder | $365 | $17,312-97.9% | $11,039-96.7% | $13,398-97.3% |