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 | $16,408 | $109,327-85.0% | $89,391-81.6% | $158,922-89.7% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 26.14% | 345.68%-319.5pp | 245.62%-219.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,566 | $3,170-50.6% | $2,586-39.4% | $4,761-67.1% |
| Participant deferral / active EE | $4,158 | $4,598-9.6% | $3,890+6.9% | $5,982-30.5% |
| Admin fee / account holder | $414 | $6,153-93.3% | $4,881-91.5% | $11,246-96.3% |