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 6-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 | $25,215 | $183,519-86.3% | $155,509-83.8% | $145,922-82.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.14% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,957 | $5,313-63.2% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $3,010 | $6,462-53.4% | $5,626-46.5% | $6,688-55.0% |
| Admin fee / account holder | $1,626 | $19,313-91.6% | $15,912-89.8% | $13,397-87.9% |