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 | $73,050 | $157,256-53.5% | $141,162-48.3% | $152,861-52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.09% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,288 | $5,261+19.5% | $4,735+32.8% | $4,762+32.0% |
| Participant deferral / active EE | $11,463 | $7,109+61.2% | $6,709+70.9% | $5,850+95.9% |
| Admin fee / account holder | $749 | $12,120-93.8% | $10,261-92.7% | $11,596-93.5% |