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 | $80,139 | $157,256-49.0% | $141,162-43.2% | $152,861-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.89% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $9,011 | $5,261+71.3% | $4,735+90.3% | $4,762+89.2% |
| Participant deferral / active EE | $6,935 | $7,109-2.5% | $6,709+3.4% | $5,850+18.5% |
| Admin fee / account holder | $2,335 | $12,120-80.7% | $10,261-77.2% | $11,596-79.9% |