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 | $38,399 | $101,618-62.2% | $93,063-58.7% | $137,256-72.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.74% | 223.95%-212.2pp | 34.15%-22.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,196 | $2,707-55.8% | $2,476-51.7% | $4,156-71.2% |
| Participant deferral / active EE | $6,000 | $4,279+40.2% | $3,958+51.6% | $6,407-6.3% |
| Admin fee / account holder | $419 | $6,198-93.2% | $6,033-93.1% | $12,270-96.6% |