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 4-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 | $26,570 | $150,187-82.3% | $120,354-77.9% | $145,922-81.8% |
| Participation rate | 81.3% | 78.8%+2.5pp | 71.9%+9.3pp | 80.3%+1.0pp |
| Annual return | 11.49% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,741 | $4,348-60.0% | $3,463-49.7% | $4,660-62.6% |
| Participant deferral / active EE | $6,150 | $6,173-0.4% | $4,991+23.2% | $6,688-8.0% |
| Admin fee / account holder | $1,790 | $12,207-85.3% | $9,423-81.0% | $13,397-86.6% |