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 | $91,176 | $149,040-38.8% | $120,225-24.2% | $137,256-33.6% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.93% | 605.68%-587.8pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,844 | $4,350-57.6% | $3,475-46.9% | $4,156-55.6% |
| Participant deferral / active EE | $9,475 | $4,655+103.6% | $3,999+136.9% | $6,407+47.9% |
| Admin fee / account holder | $625 | $6,348-90.2% | $5,696-89.0% | $12,270-94.9% |