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 | $22,142 | $70,606-68.6% | $53,898-58.9% | $142,382-84.4% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 24.63% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.4pp |
| Employer contribution / active EE | $773 | $1,202-35.7% | $932-17.1% | $4,299-82.0% |
| Participant deferral / active EE | $2,642 | $2,364+11.8% | $1,826+44.7% | $6,507-59.4% |
| Admin fee / account holder | $460 | $2,852-83.9% | $2,491-81.5% | $12,624-96.4% |