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 | $37,773 | $157,256-76.0% | $141,162-73.2% | $152,861-75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 46.30% | 64.32%-18.0pp | 71.39%-25.1pp | 345.32%-299.0pp |
| Employer contribution / active EE | $14,151 | $5,261+169.0% | $4,735+198.9% | $4,762+197.2% |
| Participant deferral / active EE | $8,311 | $7,109+16.9% | $6,709+23.9% | $5,850+42.1% |
| Admin fee / account holder | $422 | $12,120-96.5% | $10,261-95.9% | $11,596-96.4% |