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 | $56,844 | $112,096-49.3% | $95,952-40.8% | $158,922-64.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.50% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,016 | $3,198-37.0% | $2,541-20.7% | $4,761-57.7% |
| Participant deferral / active EE | $4,166 | $4,784-12.9% | $4,1670% | $5,982-30.4% |
| Admin fee / account holder | $5,229 | $10,130-48.4% | $6,795-23.1% | $11,246-53.5% |