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 | $34,553 | $183,519-81.2% | $155,509-77.8% | $145,922-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 60.40% | 61.17%-0.8pp | 64.67%-4.3pp | 561.29%-500.9pp |
| Employer contribution / active EE | $12,082 | $5,313+127.4% | $4,672+158.6% | $4,660+159.3% |
| Participant deferral / active EE | $5,000 | $6,462-22.6% | $5,626-11.1% | $6,688-25.2% |
| Admin fee / account holder | $3,884 | $19,313-79.9% | $15,912-75.6% | $13,397-71.0% |