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 5-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 | $27,775 | $159,901-82.6% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.28% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,858 | $5,286-45.9% | $4,933-42.1% | $4,660-38.7% |
| Participant deferral / active EE | $7,480 | $8,428-11.3% | $8,070-7.3% | $6,688+11.8% |
| Admin fee / account holder | $530 | $15,044-96.5% | $12,998-95.9% | $13,397-96.0% |