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 | $26,025 | $175,202-85.1% | $149,673-82.6% | $139,434-81.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.33% | 166.71%-126.4pp | 134.42%-94.1pp | 372.94%-332.6pp |
| Employer contribution / active EE | $8,365 | $5,474+52.8% | $4,818+73.6% | $4,751+76.1% |
| Participant deferral / active EE | $10,213 | $6,519+56.7% | $5,680+79.8% | $6,710+52.2% |
| Admin fee / account holder | $608 | $16,150-96.2% | $13,210-95.4% | $11,403-94.7% |