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 | $70,551 | $72,071-2.1% | $68,368+3.2% | $137,256-48.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.69% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,900 | $2,788-31.8% | $2,649-28.3% | $4,156-54.3% |
| Participant deferral / active EE | $2,375 | $4,410-46.1% | $4,123-42.4% | $6,407-62.9% |
| Admin fee / account holder | $782 | $5,336-85.3% | $5,150-84.8% | $12,270-93.6% |