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 | $34,704 | $142,405-75.6% | $115,157-69.9% | $152,861-77.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.05% | 41.48%-15.4pp | 35.60%-9.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,725 | $4,010+17.8% | $3,179+48.6% | $4,762-0.8% |
| Participant deferral / active EE | $17,641 | $5,164+241.6% | $4,168+323.2% | $5,850+201.5% |
| Admin fee / account holder | $1,049 | $8,462-87.6% | $7,088-85.2% | $11,596-91.0% |