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 7-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 | $20,488 | $202,432-89.9% | $169,368-87.9% | $139,434-85.3% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 14.96% | 531.74%-516.8pp | 405.60%-390.6pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,687 | $4,692-64.0% | $4,013-58.0% | $4,751-64.5% |
| Participant deferral / active EE | $4,818 | $6,938-30.6% | $6,221-22.6% | $6,710-28.2% |
| Admin fee / account holder | $1,032 | $10,708-90.4% | $9,003-88.5% | $11,403-90.9% |