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 | $21,410 | $110,502-80.6% | $80,716-73.5% | $167,490-87.2% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 16.47% | 120.54%-104.1pp | 87.28%-70.8pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,625 | $1,543+5.4% | $1,160+40.1% | $4,837-66.4% |
| Participant deferral / active EE | $5,688 | $2,871+98.2% | $2,146+165.1% | $6,341-10.3% |
| Admin fee / account holder | $761 | $4,545-83.2% | $3,380-77.5% | $12,309-93.8% |