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 | $24,065 | $183,519-86.9% | $155,509-84.5% | $145,922-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.90% | 61.17%-30.3pp | 64.67%-33.8pp | 561.29%-530.4pp |
| Employer contribution / active EE | $9,764 | $5,313+83.8% | $4,672+109.0% | $4,660+109.5% |
| Participant deferral / active EE | $10,501 | $6,462+62.5% | $5,626+86.6% | $6,688+57.0% |
| Admin fee / account holder | $550 | $19,313-97.2% | $15,912-96.5% | $13,397-95.9% |