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 | $62,897 | $157,256-60.0% | $141,162-55.4% | $152,861-58.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.46% | 64.32%-33.9pp | 71.39%-40.9pp | 345.32%-314.9pp |
| Employer contribution / active EE | $3,432 | $5,261-34.8% | $4,735-27.5% | $4,762-27.9% |
| Participant deferral / active EE | $9,615 | $7,109+35.2% | $6,709+43.3% | $5,850+64.4% |
| Admin fee / account holder | $531 | $12,120-95.6% | $10,261-94.8% | $11,596-95.4% |