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 4-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 | $12,859 | $96,635-86.7% | $86,612-85.2% | $139,434-90.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 30.48% | 106.41%-75.9pp | 591.07%-560.6pp | 372.94%-342.5pp |
| Employer contribution / active EE | $2,894 | $3,263-11.3% | $3,022-4.3% | $4,751-39.1% |
| Participant deferral / active EE | $3,449 | $4,836-28.7% | $4,438-22.3% | $6,710-48.6% |
| Admin fee / account holder | $344 | $6,408-94.6% | $5,614-93.9% | $11,403-97.0% |