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 | $24,335 | $175,202-86.1% | $149,673-83.7% | $139,434-82.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 32.52% | 166.71%-134.2pp | 134.42%-101.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $2,575 | $5,474-53.0% | $4,818-46.6% | $4,751-45.8% |
| Participant deferral / active EE | $7,327 | $6,519+12.4% | $5,680+29.0% | $6,710+9.2% |
| Admin fee / account holder | $770 | $16,150-95.2% | $13,210-94.2% | $11,403-93.2% |