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 | $25,257 | $77,314-67.3% | $177,989-85.8% | $80,856-68.8% |
| Participation rate | 81.5% | 65.7%+15.8pp | 77.1%+4.4pp | 67.6%+13.8pp |
| Annual return | 25.05% | 18.09%+7.0pp | 294.48%-269.4pp | 35.59%-10.5pp |
| Employer contribution / active EE | $2,453 | $2,292+7.0% | $3,949-37.9% | $2,755-11.0% |
| Participant deferral / active EE | $4,493 | $4,411+1.9% | $6,276-28.4% | $4,296+4.6% |
| Admin fee / account holder | $820 | $7,191-88.6% | $10,363-92.1% | $6,918-88.1% |