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 | $17,279 | $124,281-86.1% | $109,143-84.2% | $167,490-89.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 20.36% | 26.04%-5.7pp | 25.75%-5.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,146 | $4,207-72.8% | $3,722-69.2% | $4,837-76.3% |
| Participant deferral / active EE | $1,848 | $5,255-64.8% | $4,653-60.3% | $6,341-70.9% |
| Admin fee / account holder | $451 | $7,970-94.3% | $6,752-93.3% | $12,309-96.3% |