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 | $35,231 | $111,724-68.5% | $93,606-62.4% | $145,922-75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.35% | 202.98%-193.6pp | 133.20%-123.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,666 | $3,090-13.7% | $2,420+10.2% | $4,660-42.8% |
| Participant deferral / active EE | $2,062 | $4,912-58.0% | $4,411-53.2% | $6,688-69.2% |
| Admin fee / account holder | $9,963 | $10,250-2.8% | $8,285+20.2% | $13,397-25.6% |