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 9-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 | $66,422 | $114,381-41.9% | $107,525-38.2% | $142,382-53.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.44% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,508 | $4,015-62.4% | $3,754-59.8% | $4,299-64.9% |
| Participant deferral / active EE | $6,523 | $5,564+17.2% | $5,116+27.5% | $6,507+0.2% |
| Admin fee / account holder | $927 | $9,860-90.6% | $8,919-89.6% | $12,624-92.7% |