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 | $37,406 | $159,901-76.6% | $146,958-74.5% | $145,922-74.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.16% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,863 | $5,286-64.8% | $4,933-62.2% | $4,660-60.0% |
| Participant deferral / active EE | $6,994 | $8,428-17.0% | $8,070-13.3% | $6,688+4.6% |
| Admin fee / account holder | $350 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |