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 | $35,712 | $197,591-81.9% | $177,821-79.9% | $158,922-77.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.90% | 58.76%-24.9pp | 48.32%-14.4pp | 302.83%-268.9pp |
| Employer contribution / active EE | $7,328 | $6,697+9.4% | $5,918+23.8% | $4,761+53.9% |
| Participant deferral / active EE | $16,903 | $8,405+101.1% | $7,714+119.1% | $5,982+182.6% |
| Admin fee / account holder | $2,398 | $15,399-84.4% | $12,427-80.7% | $11,246-78.7% |