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 | $24,647 | $183,519-86.6% | $155,509-84.2% | $145,922-83.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,871 | $5,313-46.0% | $4,672-38.6% | $4,660-38.4% |
| Participant deferral / active EE | $5,223 | $6,462-19.2% | $5,626-7.2% | $6,688-21.9% |
| Admin fee / account holder | $2,279 | $19,313-88.2% | $15,912-85.7% | $13,397-83.0% |