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 | $25,783 | $112,096-77.0% | $95,952-73.1% | $158,922-83.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.40% | 171.09%-148.7pp | 91.61%-69.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,399 | $3,198-25.0% | $2,541-5.6% | $4,761-49.6% |
| Participant deferral / active EE | $4,304 | $4,784-10.0% | $4,167+3.3% | $5,982-28.1% |
| Admin fee / account holder | $1,488 | $10,130-85.3% | $6,795-78.1% | $11,246-86.8% |