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 | $25,763 | $157,256-83.6% | $141,162-81.7% | $152,861-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.02% | 64.32%-33.3pp | 71.39%-40.4pp | 345.32%-314.3pp |
| Employer contribution / active EE | $1,771 | $5,261-66.3% | $4,735-62.6% | $4,762-62.8% |
| Participant deferral / active EE | $4,017 | $7,109-43.5% | $6,709-40.1% | $5,850-31.3% |
| Admin fee / account holder | $334 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |