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 | $40,466 | $148,534-72.8% | $135,903-70.2% | $139,434-71.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.98% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-340.0pp |
| Employer contribution / active EE | $4,419 | $5,243-15.7% | $4,856-9.0% | $4,751-7.0% |
| Participant deferral / active EE | $6,926 | $8,100-14.5% | $7,758-10.7% | $6,710+3.2% |
| Admin fee / account holder | $627 | $12,400-94.9% | $10,762-94.2% | $11,403-94.5% |