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 | $36,868 | $102,966-64.2% | $90,281-59.2% | $152,861-75.9% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 17.62% | 95.16%-77.5pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $489 | $3,139-84.4% | $2,854-82.9% | $4,762-89.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $303 | $6,171-95.1% | $5,351-94.3% | $11,596-97.4% |