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 | $31,460 | $149,040-78.9% | $120,225-73.8% | $137,256-77.1% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 21.62% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,221 | $4,350-3.0% | $3,475+21.4% | $4,156+1.6% |
| Participant deferral / active EE | $11,447 | $4,655+145.9% | $3,999+186.3% | $6,407+78.7% |
| Admin fee / account holder | $390 | $6,348-93.9% | $5,696-93.2% | $12,270-96.8% |