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 | $42,166 | $172,111-75.5% | $150,298-71.9% | $137,256-69.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.43% | 69.37%-43.9pp | 62.79%-37.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $7,028 | $4,636+51.6% | $4,154+69.2% | $4,156+69.1% |
| Participant deferral / active EE | $7,354 | $6,166+19.3% | $5,453+34.9% | $6,407+14.8% |
| Admin fee / account holder | $329 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |