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 | $79,016 | $202,432-61.0% | $169,368-53.3% | $139,434-43.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.57% | 531.74%-521.2pp | 405.60%-395.0pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,782 | $4,692-40.7% | $4,013-30.7% | $4,751-41.4% |
| Participant deferral / active EE | $3,373 | $6,938-51.4% | $6,221-45.8% | $6,710-49.7% |
| Admin fee / account holder | $42,088 | $10,708+293.0% | $9,003+367.5% | $11,403+269.1% |