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 8-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 | $23,766 | $159,901-85.1% | $146,958-83.8% | $145,922-83.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 15.32% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,622 | $5,286-50.4% | $4,933-46.8% | $4,660-43.7% |
| Participant deferral / active EE | $6,253 | $8,428-25.8% | $8,070-22.5% | $6,688-6.5% |
| Admin fee / account holder | $1,705 | $15,044-88.7% | $12,998-86.9% | $13,397-87.3% |