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 | $21,531 | $175,202-87.7% | $149,673-85.6% | $139,434-84.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.32% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,909 | $5,474-46.9% | $4,818-39.6% | $4,751-38.8% |
| Participant deferral / active EE | $5,001 | $6,519-23.3% | $5,680-12.0% | $6,710-25.5% |
| Admin fee / account holder | $735 | $16,150-95.4% | $13,210-94.4% | $11,403-93.6% |