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 | $34,359 | $107,334-68.0% | $92,893-63.0% | $152,861-77.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 33.39% | 145.58%-112.2pp | 109.41%-76.0pp | 345.32%-311.9pp |
| Employer contribution / active EE | $2,097 | $4,221-50.3% | $3,653-42.6% | $4,762-56.0% |
| Participant deferral / active EE | $9,849 | $4,845+103.3% | $4,236+132.5% | $5,850+68.3% |
| Admin fee / account holder | $1,367 | $7,079-80.7% | $5,794-76.4% | $11,596-88.2% |