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 | $36,495 | $124,185-70.6% | $108,410-66.3% | $167,490-78.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.47% | 1379.64%-1365.2pp | 905.27%-890.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,949 | $4,187-53.5% | $3,558-45.2% | $4,837-59.7% |
| Participant deferral / active EE | $9,364 | $6,908+35.5% | $6,563+42.7% | $6,341+47.7% |
| Admin fee / account holder | $801 | $9,455-91.5% | $7,295-89.0% | $12,309-93.5% |