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 | $18,651 | $107,934-82.7% | $91,989-79.7% | $152,861-87.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 38.08% | 89.24%-51.2pp | 69.02%-30.9pp | 345.32%-307.2pp |
| Employer contribution / active EE | $5,025 | $4,210+19.4% | $3,452+45.6% | $4,762+5.5% |
| Participant deferral / active EE | $10,580 | $6,364+66.2% | $5,923+78.6% | $5,850+80.8% |
| Admin fee / account holder | $1,088 | $10,520-89.7% | $7,743-86.0% | $11,596-90.6% |