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 4-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 | $34,954 | $175,202-80.0% | $149,673-76.6% | $139,434-74.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.13% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,744 | $5,474-49.9% | $4,818-43.1% | $4,751-42.2% |
| Participant deferral / active EE | $9,793 | $6,519+50.2% | $5,680+72.4% | $6,710+45.9% |
| Admin fee / account holder | $819 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |