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 | $32,327 | $105,126-69.2% | $94,646-65.8% | $139,434-76.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.83% | 38.03%-13.2pp | 156.71%-131.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $4,623 | $4,106+12.6% | $3,672+25.9% | $4,751-2.7% |
| Participant deferral / active EE | $11,443 | $7,599+50.6% | $7,418+54.3% | $6,710+70.5% |
| Admin fee / account holder | $847 | $8,984-90.6% | $7,231-88.3% | $11,403-92.6% |