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 | $28,901 | $114,381-74.7% | $107,525-73.1% | $142,382-79.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.96% | 242.71%-223.7pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,061 | $4,015-48.7% | $3,754-45.1% | $4,299-52.1% |
| Participant deferral / active EE | $17,435 | $5,564+213.3% | $5,116+240.8% | $6,507+167.9% |
| Admin fee / account holder | $1,012 | $9,860-89.7% | $8,919-88.7% | $12,624-92.0% |