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 | $19,017 | $101,618-81.3% | $93,063-79.6% | $137,256-86.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.96% | 223.95%-202.0pp | 34.15%-12.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,721 | $2,707-36.4% | $2,476-30.5% | $4,156-58.6% |
| Participant deferral / active EE | $7,490 | $4,279+75.0% | $3,958+89.2% | $6,407+16.9% |
| Admin fee / account holder | $373 | $6,198-94.0% | $6,033-93.8% | $12,270-97.0% |