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 | $60,843 | $105,860-42.5% | $90,749-33.0% | $134,475-54.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 67.00% | -11.01%+78.0pp | -12.16%+79.2pp | 417.96%-351.0pp |
| Employer contribution / active EE | $19,024 | $3,462+449.5% | $2,921+551.3% | $4,740+301.4% |
| Participant deferral / active EE | $14,920 | $5,216+186.1% | $4,564+226.9% | $6,400+133.1% |
| Admin fee / account holder | $2,184 | $13,938-84.3% | $8,445-74.1% | $11,426-80.9% |