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 | $71,531 | $104,974-31.9% | $95,585-25.2% | $142,382-49.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 210.33%-193.6pp | 38.56%-21.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,520 | $2,779-45.3% | $2,527-39.9% | $4,299-64.7% |
| Participant deferral / active EE | $7,829 | $4,352+79.9% | $4,023+94.6% | $6,507+20.3% |
| Admin fee / account holder | $29,991 | $6,386+369.6% | $6,127+389.5% | $12,624+137.6% |