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 | $39,838 | $85,022-53.1% | $70,515-43.5% | $139,434-71.4% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 171.87% | 30.38%+141.5pp | 32.77%+139.1pp | 372.94%-201.1pp |
| Employer contribution / active EE | $5,756 | $3,909+47.3% | $2,973+93.6% | $4,751+21.2% |
| Participant deferral / active EE | $16,132 | $5,890+173.9% | $4,567+253.2% | $6,710+140.4% |
| Admin fee / account holder | $505 | $8,906-94.3% | $6,412-92.1% | $11,403-95.6% |