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 | $17,607 | $74,888-76.5% | $71,209-75.3% | $142,382-87.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.46% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,936 | $2,854+37.9% | $2,721+44.6% | $4,299-8.5% |
| Participant deferral / active EE | $2,980 | $4,454-33.1% | $4,175-28.6% | $6,507-54.2% |
| Admin fee / account holder | $557 | $5,568-90.0% | $5,349-89.6% | $12,624-95.6% |