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 | $29,536 | $157,256-81.2% | $141,162-79.1% | $152,861-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.93% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,803 | $5,261-65.7% | $4,735-61.9% | $4,762-62.1% |
| Participant deferral / active EE | $2,331 | $7,109-67.2% | $6,709-65.3% | $5,850-60.2% |
| Admin fee / account holder | $428 | $12,120-96.5% | $10,261-95.8% | $11,596-96.3% |