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 7-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 | $24,773 | $90,348-72.6% | $75,972-67.4% | $145,922-83.0% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.1%+26.2pp | 80.3%+15.0pp |
| Annual return | 12.69% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,259 | $3,311+28.6% | $2,685+58.6% | $4,660-8.6% |
| Participant deferral / active EE | $1,258 | $5,162-75.6% | $4,255-70.4% | $6,688-81.2% |
| Admin fee / account holder | $320 | $8,467-96.2% | $6,467-95.1% | $13,397-97.6% |