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 | $21,115 | $104,486-79.8% | $76,817-72.5% | $152,861-86.2% |
| Participation rate | 91.7% | 76.6%+15.1pp | 72.1%+19.6pp | 82.4%+9.2pp |
| Annual return | 27.51% | 1013.37%-985.9pp | 1166.11%-1138.6pp | 345.32%-317.8pp |
| Employer contribution / active EE | $3,059 | $3,116-1.8% | $2,302+32.9% | $4,762-35.8% |
| Participant deferral / active EE | $7,966 | $4,236+88.1% | $3,336+138.8% | $5,850+36.2% |
| Admin fee / account holder | $656 | $12,275-94.7% | $6,420-89.8% | $11,596-94.3% |