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 | $20,223 | $107,934-81.3% | $91,989-78.0% | $152,861-86.8% |
| Participation rate | 94.4% | 81.2%+13.3pp | 78.6%+15.8pp | 82.4%+12.0pp |
| Annual return | 19.91% | 89.24%-69.3pp | 69.02%-49.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,519 | $4,210-16.4% | $3,452+1.9% | $4,762-26.1% |
| Participant deferral / active EE | $7,650 | $6,364+20.2% | $5,923+29.2% | $5,850+30.8% |
| Admin fee / account holder | $2,534 | $10,520-75.9% | $7,743-67.3% | $11,596-78.2% |