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 | $21,985 | $157,256-86.0% | $141,162-84.4% | $152,861-85.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 29.93% | 64.32%-34.4pp | 71.39%-41.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,730 | $5,261-67.1% | $4,735-63.5% | $4,762-63.7% |
| Participant deferral / active EE | $7,108 | $7,1090% | $6,709+5.9% | $5,850+21.5% |
| Admin fee / account holder | $616 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |