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 | $34,904 | $175,202-80.1% | $149,673-76.7% | $139,434-75.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.46% | 166.71%-152.2pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $7,790 | $5,474+42.3% | $4,818+61.7% | $4,751+64.0% |
| Participant deferral / active EE | $3,879 | $6,519-40.5% | $5,680-31.7% | $6,710-42.2% |
| Admin fee / account holder | $2,956 | $16,150-81.7% | $13,210-77.6% | $11,403-74.1% |