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 | $58,093 | $183,592-68.4% | $155,567-62.7% | $145,959-60.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,154 | $5,315-21.8% | $4,674-11.1% | $4,661-10.9% |
| Participant deferral / active EE | $8,373 | $6,464+29.5% | $5,628+48.8% | $6,689+25.2% |
| Admin fee / account holder | $304 | $19,318-98.4% | $15,916-98.1% | $13,398-97.7% |