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 9-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 | $20,582 | $107,334-80.8% | $92,893-77.8% | $152,861-86.5% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 18.76% | 145.58%-126.8pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $5,993 | $4,221+42.0% | $3,653+64.1% | $4,762+25.8% |
| Participant deferral / active EE | $1,442 | $4,845-70.2% | $4,236-66.0% | $5,850-75.4% |
| Admin fee / account holder | $4,472 | $7,079-36.8% | $5,794-22.8% | $11,596-61.4% |