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 | $20,986 | $109,817-80.9% | $98,442-78.7% | $167,490-87.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 9.77% | 1956.69%-1946.9pp | 1492.73%-1483.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,519 | $3,224-52.9% | $2,960-48.7% | $4,837-68.6% |
| Participant deferral / active EE | $6,641 | $4,673+42.1% | $4,276+55.3% | $6,341+4.7% |
| Admin fee / account holder | $356 | $6,753-94.7% | $5,949-94.0% | $12,309-97.1% |