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 | $28,115 | $107,934-74.0% | $91,989-69.4% | $152,861-81.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.55% | 89.24%-62.7pp | 69.02%-42.5pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,257 | $4,210-46.4% | $3,452-34.6% | $4,762-52.6% |
| Participant deferral / active EE | $8,099 | $6,364+27.3% | $5,923+36.7% | $5,850+38.4% |
| Admin fee / account holder | $444 | $10,520-95.8% | $7,743-94.3% | $11,596-96.2% |