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 | $43,329 | $175,202-75.3% | $149,673-71.1% | $139,434-68.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.38% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,602 | $5,474-15.9% | $4,818-4.5% | $4,751-3.1% |
| Participant deferral / active EE | $7,698 | $6,519+18.1% | $5,680+35.5% | $6,710+14.7% |
| Admin fee / account holder | $1,247 | $16,150-92.3% | $13,210-90.6% | $11,403-89.1% |