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 | $20,796 | $96,635-78.5% | $86,612-76.0% | $139,434-85.1% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 22.71% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,799 | $3,263-14.2% | $3,022-7.4% | $4,751-41.1% |
| Participant deferral / active EE | $6,973 | $4,836+44.2% | $4,438+57.1% | $6,710+3.9% |
| Admin fee / account holder | $848 | $6,408-86.8% | $5,614-84.9% | $11,403-92.6% |