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 | $20,065 | $104,974-80.9% | $95,585-79.0% | $142,382-85.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.46% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,041 | $2,779-26.6% | $2,527-19.2% | $4,299-52.5% |
| Participant deferral / active EE | $774 | $4,352-82.2% | $4,023-80.7% | $6,507-88.1% |
| Admin fee / account holder | $2,677 | $6,386-58.1% | $6,127-56.3% | $12,624-78.8% |