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 | $21,008 | $107,934-80.5% | $91,989-77.2% | $152,861-86.3% |
| Participation rate | 94.1% | 81.2%+12.9pp | 78.6%+15.5pp | 82.4%+11.7pp |
| Annual return | 20.85% | 89.24%-68.4pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,028 | $4,210-51.8% | $3,452-41.3% | $4,762-57.4% |
| Participant deferral / active EE | $4,205 | $6,364-33.9% | $5,923-29.0% | $5,850-28.1% |
| Admin fee / account holder | $1,665 | $10,520-84.2% | $7,743-78.5% | $11,596-85.6% |