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 7-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 | $35,664 | $157,256-77.3% | $141,162-74.7% | $152,861-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 135.60% | 64.32%+71.3pp | 71.39%+64.2pp | 345.32%-209.7pp |
| Employer contribution / active EE | $4,162 | $5,261-20.9% | $4,735-12.1% | $4,762-12.6% |
| Participant deferral / active EE | $12,667 | $7,109+78.2% | $6,709+88.8% | $5,850+116.5% |
| Admin fee / account holder | $357 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |