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 | $79,160 | $157,256-49.7% | $141,162-43.9% | $152,861-48.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.10% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,608 | $5,261-50.4% | $4,735-44.9% | $4,762-45.2% |
| Participant deferral / active EE | $6,104 | $7,109-14.1% | $6,709-9.0% | $5,850+4.3% |
| Admin fee / account holder | $898 | $12,120-92.6% | $10,261-91.2% | $11,596-92.3% |