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 | $34,944 | $157,256-77.8% | $141,162-75.2% | $152,861-77.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.25% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,107 | $5,261-60.0% | $4,735-55.5% | $4,762-55.8% |
| Participant deferral / active EE | $11,224 | $7,109+57.9% | $6,709+67.3% | $5,850+91.9% |
| Admin fee / account holder | $1,247 | $12,120-89.7% | $10,261-87.8% | $11,596-89.2% |