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 | $29,135 | $105,181-72.3% | $159,436-81.7% | $85,850-66.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.43% | 45.07%-29.6pp | 263.57%-248.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $6,421 | $3,318+93.5% | $4,829+33.0% | $2,565+150.3% |
| Participant deferral / active EE | $8,913 | $5,945+49.9% | $7,352+21.2% | $3,952+125.5% |
| Admin fee / account holder | $3,818 | $6,933-44.9% | $10,799-64.6% | $6,260-39.0% |