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 | $18,535 | $61,605-69.9% | $112,229-83.5% | $75,163-75.3% |
| Participation rate | 97.4% | 61.7%+35.8pp | 72.4%+25.0pp | 67.2%+30.2pp |
| Annual return | 319.62% | 28.47%+291.2pp | 30.20%+289.4pp | 160.62%+159.0pp |
| Employer contribution / active EE | $2,634 | $2,015+30.7% | $3,430-23.2% | $2,670-1.4% |
| Participant deferral / active EE | $5,179 | $3,108+66.6% | $4,798+7.9% | $4,125+25.5% |
| Admin fee / account holder | $2,623 | $4,862-46.1% | $7,748-66.2% | $5,651-53.6% |