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 | $61,869 | $183,592-66.3% | $155,567-60.2% | $145,959-57.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.76% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $14,172 | $5,315+166.7% | $4,674+203.2% | $4,661+204.1% |
| Participant deferral / active EE | $9,850 | $6,464+52.4% | $5,628+75.0% | $6,689+47.3% |
| Admin fee / account holder | $1,036 | $19,318-94.6% | $15,916-93.5% | $13,398-92.3% |