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 9-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 | $22,241 | $102,966-78.4% | $90,281-75.4% | $152,861-85.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 12.46% | 95.16%-82.7pp | 78.10%-65.6pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,138 | $3,139-63.8% | $2,854-60.1% | $4,762-76.1% |
| Participant deferral / active EE | $1,138 | $4,281-73.4% | $3,885-70.7% | $5,850-80.6% |
| Admin fee / account holder | $429 | $6,171-93.0% | $5,351-92.0% | $11,596-96.3% |