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 | $33,329 | $157,256-78.8% | $141,162-76.4% | $152,861-78.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.68% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $6,039 | $5,261+14.8% | $4,735+27.5% | $4,762+26.8% |
| Participant deferral / active EE | $10,923 | $7,109+53.6% | $6,709+62.8% | $5,850+86.7% |
| Admin fee / account holder | $497 | $12,120-95.9% | $10,261-95.2% | $11,596-95.7% |