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 | $23,749 | $70,756-66.4% | $65,493-63.7% | $142,382-83.3% |
| Participation rate | 78.3% | 77.4%+0.9pp | 73.1%+5.2pp | 80.1%-1.9pp |
| Annual return | 31.55% | 1754.89%-1723.3pp | 982.45%-950.9pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,167 | $2,881-59.5% | $2,574-54.7% | $4,299-72.8% |
| Participant deferral / active EE | $4,480 | $4,637-3.4% | $3,961+13.1% | $6,507-31.1% |
| Admin fee / account holder | $735 | $6,559-88.8% | $5,028-85.4% | $12,624-94.2% |