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 | $24,306 | $157,256-84.5% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 280.55% | 64.32%+216.2pp | 71.39%+209.2pp | 345.32%-64.8pp |
| Employer contribution / active EE | $6,356 | $5,261+20.8% | $4,735+34.2% | $4,762+33.5% |
| Participant deferral / active EE | $4,582 | $7,109-35.6% | $6,709-31.7% | $5,850-21.7% |
| Admin fee / account holder | $319 | $12,120-97.4% | $10,261-96.9% | $11,596-97.2% |