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 | $76,268 | $72,277+5.5% | $101,248-24.7% | $79,858-4.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.58% | 22.30%-3.7pp | 46.47%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,252 | $2,692-16.3% | $3,660-38.5% | $2,471-8.9% |
| Participant deferral / active EE | $4,976 | $3,282+51.6% | $4,370+13.9% | $3,740+33.1% |
| Admin fee / account holder | $430 | $4,400-90.2% | $5,945-92.8% | $5,306-91.9% |