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 | $20,717 | $158,398-86.9% | $126,539-83.6% | $142,382-85.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.13% | 593.76%-567.6pp | 425.95%-399.8pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,068 | $4,650-55.5% | $3,674-43.7% | $4,299-51.9% |
| Participant deferral / active EE | $7,961 | $4,767+67.0% | $4,083+95.0% | $6,507+22.3% |
| Admin fee / account holder | $1,332 | $6,918-80.7% | $6,065-78.0% | $12,624-89.4% |