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 3-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 | $35,271 | $159,901-77.9% | $146,958-76.0% | $145,922-75.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 24.03% | 98.13%-74.1pp | 418.34%-394.3pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,104 | $5,286-60.2% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $7,010 | $8,428-16.8% | $8,070-13.1% | $6,688+4.8% |
| Admin fee / account holder | $34,797 | $15,044+131.3% | $12,998+167.7% | $13,397+159.7% |