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 | $44,337 | $197,591-77.6% | $177,821-75.1% | $158,922-72.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.41% | 58.76%-35.3pp | 48.32%-24.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,513 | $6,697-62.5% | $5,918-57.5% | $4,761-47.2% |
| Participant deferral / active EE | $14,791 | $8,405+76.0% | $7,714+91.7% | $5,982+147.2% |
| Admin fee / account holder | $3,309 | $15,399-78.5% | $12,427-73.4% | $11,246-70.6% |