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 | $82,282 | $210,698-60.9% | $178,014-53.8% | $145,959-43.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 386.27%-375.2pp | 294.80%-283.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,307 | $4,567-27.6% | $3,950-16.3% | $4,661-29.1% |
| Participant deferral / active EE | $23,000 | $6,958+230.5% | $6,276+266.5% | $6,689+243.9% |
| Admin fee / account holder | $616 | $12,016-94.9% | $10,362-94.1% | $13,398-95.4% |