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 | $83,032 | $100,852-17.7% | $90,404-8.2% | $158,922-47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.76% | 1724.20%-1699.4pp | 1293.02%-1268.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,321 | $3,689-37.1% | $3,262-28.8% | $4,761-51.2% |
| Participant deferral / active EE | $11,693 | $4,348+168.9% | $3,963+195.0% | $5,982+95.5% |
| Admin fee / account holder | $302 | $6,501-95.4% | $5,611-94.6% | $11,246-97.3% |