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 | $36,253 | $165,335-78.1% | $149,696-75.8% | $158,922-77.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.36% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,814 | $5,103-44.9% | $4,644-39.4% | $4,761-40.9% |
| Participant deferral / active EE | $17,342 | $7,181+141.5% | $6,842+153.5% | $5,982+189.9% |
| Admin fee / account holder | $712 | $10,807-93.4% | $9,309-92.3% | $11,246-93.7% |