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 | $34,354 | $105,998-67.6% | $92,233-62.8% | $147,584-76.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 194.75% | 50.05%+144.7pp | 176.28%+18.5pp | 578.55%-383.8pp |
| Employer contribution / active EE | $1,686 | $4,333-61.1% | $3,679-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $2,379 | $4,478-46.9% | $3,897-38.9% | $5,439-56.3% |
| Admin fee / account holder | $412 | $6,332-93.5% | $5,194-92.1% | $10,885-96.2% |