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 | $17,194 | $102,616-83.2% | $81,983-79.0% | $158,922-89.2% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.2%+7.7pp | 82.0%-5.0pp |
| Annual return | 28.84% | 61.04%-32.2pp | 41.31%-12.5pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,955 | $3,240-39.7% | $2,498-21.8% | $4,761-58.9% |
| Participant deferral / active EE | $3,117 | $4,648-32.9% | $3,722-16.3% | $5,982-47.9% |
| Admin fee / account holder | $410 | $8,235-95.0% | $5,664-92.8% | $11,246-96.4% |