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 7-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 | $23,103 | $159,901-85.6% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 19.97% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,365 | $5,286-55.3% | $4,933-52.1% | $4,660-49.2% |
| Participant deferral / active EE | $7,233 | $8,428-14.2% | $8,070-10.4% | $6,688+8.2% |
| Admin fee / account holder | $832 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |