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 | $62,757 | $111,724-43.8% | $93,606-33.0% | $145,922-57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.68% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,905 | $3,090-6.0% | $2,420+20.0% | $4,660-37.7% |
| Participant deferral / active EE | $3,515 | $4,912-28.4% | $4,411-20.3% | $6,688-47.4% |
| Admin fee / account holder | $725 | $10,250-92.9% | $8,285-91.2% | $13,397-94.6% |