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 9-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 | $29,243 | $107,334-72.8% | $92,893-68.5% | $152,861-80.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 27.03% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,824 | $4,221-33.1% | $3,653-22.7% | $4,762-40.7% |
| Participant deferral / active EE | $7,170 | $4,845+48.0% | $4,236+69.3% | $5,850+22.6% |
| Admin fee / account holder | $366 | $7,079-94.8% | $5,794-93.7% | $11,596-96.8% |