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 | $86,089 | $107,934-20.2% | $91,989-6.4% | $152,861-43.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.41% | 89.24%-67.8pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $805 | $4,210-80.9% | $3,452-76.7% | $4,762-83.1% |
| Participant deferral / active EE | $21,367 | $6,364+235.7% | $5,923+260.7% | $5,850+265.2% |
| Admin fee / account holder | $34,654 | $10,520+229.4% | $7,743+347.6% | $11,596+198.8% |