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 | $20,035 | $96,635-79.3% | $86,612-76.9% | $139,434-85.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 15.20% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $865 | $3,263-73.5% | $3,022-71.4% | $4,751-81.8% |
| Participant deferral / active EE | $1,870 | $4,836-61.3% | $4,438-57.9% | $6,710-72.1% |
| Admin fee / account holder | $317 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |