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 | $18,281 | $114,381-84.0% | $107,525-83.0% | $142,382-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.91% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,571 | $4,015-36.0% | $3,754-31.5% | $4,299-40.2% |
| Participant deferral / active EE | $5,854 | $5,564+5.2% | $5,116+14.4% | $6,507-10.0% |
| Admin fee / account holder | $603 | $9,860-93.9% | $8,919-93.2% | $12,624-95.2% |