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 | $11,897 | $96,635-87.7% | $86,612-86.3% | $139,434-91.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 51.20% | 106.41%-55.2pp | 591.07%-539.9pp | 372.94%-321.7pp |
| Employer contribution / active EE | $1,652 | $3,263-49.4% | $3,022-45.3% | $4,751-65.2% |
| Participant deferral / active EE | $7,873 | $4,836+62.8% | $4,438+77.4% | $6,710+17.3% |
| Admin fee / account holder | $314 | $6,408-95.1% | $5,614-94.4% | $11,403-97.2% |