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 | $23,858 | $96,635-75.3% | $86,612-72.5% | $139,434-82.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.47% | 106.41%-89.9pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,641 | $3,263-49.7% | $3,022-45.7% | $4,751-65.5% |
| Participant deferral / active EE | $7,636 | $4,836+57.9% | $4,438+72.1% | $6,710+13.8% |
| Admin fee / account holder | $1,861 | $6,408-71.0% | $5,614-66.8% | $11,403-83.7% |