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 6-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 | $19,787 | $202,432-90.2% | $169,368-88.3% | $139,434-85.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.31% | 531.74%-509.4pp | 405.60%-383.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,873 | $4,692-60.1% | $4,013-53.3% | $4,751-60.6% |
| Participant deferral / active EE | $8,801 | $6,938+26.9% | $6,221+41.5% | $6,710+31.2% |
| Admin fee / account holder | $2,648 | $10,708-75.3% | $9,003-70.6% | $11,403-76.8% |