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 | $37,775 | $157,256-76.0% | $141,162-73.2% | $152,861-75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.63% | 64.32%-35.7pp | 71.39%-42.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,831 | $5,261-46.2% | $4,735-40.2% | $4,762-40.6% |
| Participant deferral / active EE | $8,847 | $7,109+24.4% | $6,709+31.9% | $5,850+51.2% |
| Admin fee / account holder | $1,043 | $12,120-91.4% | $10,261-89.8% | $11,596-91.0% |