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 | $80,514 | $115,770-30.5% | $101,248-20.5% | $158,922-49.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.69% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,313 | $4,175-68.6% | $3,660-64.1% | $4,761-72.4% |
| Participant deferral / active EE | $2,049 | $4,957-58.7% | $4,370-53.1% | $5,982-65.7% |
| Admin fee / account holder | $405 | $7,245-94.4% | $5,945-93.2% | $11,246-96.4% |