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 | $30,261 | $68,346-55.7% | $94,646-68.0% | $75,163-59.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 80.8%+12.0pp | 67.2%+25.7pp |
| Annual return | 20.84% | 616.93%-596.1pp | 156.71%-135.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,099 | $2,701-59.3% | $3,672-70.1% | $2,670-58.8% |
| Participant deferral / active EE | $6,770 | $6,537+3.6% | $7,418-8.7% | $4,125+64.1% |
| Admin fee / account holder | $722 | $5,326-86.4% | $7,231-90.0% | $5,651-87.2% |