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 8-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 | $46,529 | $108,172-57.0% | $77,482-39.9% | $158,922-70.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 34.01% | 31.67%+2.3pp | 54.79%-20.8pp | 302.83%-268.8pp |
| Employer contribution / active EE | $2,359 | $1,325+78.0% | $986+139.1% | $4,761-50.5% |
| Participant deferral / active EE | $7,525 | $2,456+206.4% | $1,861+304.3% | $5,982+25.8% |
| Admin fee / account holder | $3,506 | $3,708-5.4% | $2,858+22.7% | $11,246-68.8% |