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 | $26,987 | $175,202-84.6% | $149,673-82.0% | $139,434-80.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.45% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,274 | $5,474-76.7% | $4,818-73.6% | $4,751-73.2% |
| Participant deferral / active EE | $2,076 | $6,519-68.2% | $5,680-63.4% | $6,710-69.1% |
| Admin fee / account holder | $4,179 | $16,150-74.1% | $13,210-68.4% | $11,403-63.3% |