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 | $37,656 | $209,832-82.1% | $189,513-80.1% | $167,490-77.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.08% | 748.27%-728.2pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $4,011 | $6,914-42.0% | $6,162-34.9% | $4,837-17.1% |
| Participant deferral / active EE | $10,769 | $8,935+20.5% | $8,221+31.0% | $6,341+69.8% |
| Admin fee / account holder | $7,739 | $14,293-45.9% | $12,045-35.8% | $12,309-37.1% |