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 | $26,599 | $84,402-68.5% | $61,373-56.7% | $134,475-80.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | 22.71% | 584.55%-561.8pp | 338.61%-315.9pp | 417.96%-395.2pp |
| Employer contribution / active EE | $138 | $1,544-91.1% | $1,159-88.1% | $4,740-97.1% |
| Participant deferral / active EE | $7,508 | $2,819+166.3% | $2,125+253.3% | $6,400+17.3% |
| Admin fee / account holder | $11,882 | $2,585+359.6% | $2,130+457.9% | $11,426+4.0% |