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 | $38,080 | $152,587-75.0% | $125,175-69.6% | $152,861-75.1% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 25.71% | 54.84%-29.1pp | 43.79%-18.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,635 | $4,946-26.5% | $3,865-6.0% | $4,762-23.7% |
| Participant deferral / active EE | $8,412 | $5,868+43.4% | $4,937+70.4% | $5,850+43.8% |
| Admin fee / account holder | $824 | $13,434-93.9% | $9,702-91.5% | $11,596-92.9% |