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 6-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 | $26,999 | $115,708-76.7% | $65,255-58.6% | $139,434-80.6% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 18.94% | 31.19%-12.2pp | 47.35%-28.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $830 | $2,599-68.1% | $1,691-50.9% | $4,751-82.5% |
| Participant deferral / active EE | $8,411 | $4,240+98.4% | $2,831+197.1% | $6,710+25.3% |
| Admin fee / account holder | $485 | $6,698-92.8% | $4,112-88.2% | $11,403-95.7% |