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 | $31,920 | $112,096-71.5% | $95,952-66.7% | $158,922-79.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.25% | 171.09%-155.8pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,238 | $3,198+32.5% | $2,541+66.8% | $4,761-11.0% |
| Participant deferral / active EE | $4,717 | $4,784-1.4% | $4,167+13.2% | $5,982-21.2% |
| Admin fee / account holder | $415 | $10,130-95.9% | $6,795-93.9% | $11,246-96.3% |