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 | $23,335 | $175,202-86.7% | $149,673-84.4% | $139,434-83.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 26.47% | 166.71%-140.2pp | 134.42%-107.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,532 | $5,474-72.0% | $4,818-68.2% | $4,751-67.8% |
| Participant deferral / active EE | $4,143 | $6,519-36.5% | $5,680-27.1% | $6,710-38.3% |
| Admin fee / account holder | $545 | $16,150-96.6% | $13,210-95.9% | $11,403-95.2% |