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 | $41,194 | $183,519-77.6% | $155,509-73.5% | $145,922-71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.88% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,591 | $5,313-70.1% | $4,672-65.9% | $4,660-65.9% |
| Participant deferral / active EE | $5,770 | $6,462-10.7% | $5,626+2.6% | $6,688-13.7% |
| Admin fee / account holder | $28,382 | $19,313+47.0% | $15,912+78.4% | $13,397+111.9% |