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 10-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 | $17,876 | $76,738-76.7% | $56,411-68.3% | $145,922-87.7% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.2pp |
| Annual return | 9.07% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,091 | $1,380+196.5% | $1,039+293.9% | $4,660-12.2% |
| Participant deferral / active EE | $2,018 | $2,623-23.1% | $1,952+3.4% | $6,688-69.8% |
| Admin fee / account holder | $398 | $3,334-88.1% | $2,829-85.9% | $13,397-97.0% |