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 | $34,738 | $114,381-69.6% | $107,525-67.7% | $142,382-75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.35% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,858 | $4,015-28.8% | $3,754-23.9% | $4,299-33.5% |
| Participant deferral / active EE | $9,539 | $5,564+71.4% | $5,116+86.5% | $6,507+46.6% |
| Admin fee / account holder | $699 | $9,860-92.9% | $8,919-92.2% | $12,624-94.5% |