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 | $49,264 | $111,724-55.9% | $93,606-47.4% | $145,922-66.2% |
| Participation rate | 86.7% | 74.2%+12.5pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 10.61% | 202.98%-192.4pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,834 | $4,912+59.5% | $4,411+77.6% | $6,688+17.1% |
| Admin fee / account holder | $1,026 | $10,250-90.0% | $8,285-87.6% | $13,397-92.3% |