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 | $34,663 | $157,256-78.0% | $141,162-75.4% | $152,861-77.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.84% | 64.32%-30.5pp | 71.39%-37.5pp | 345.32%-311.5pp |
| Employer contribution / active EE | $4,401 | $5,261-16.3% | $4,735-7.0% | $4,762-7.6% |
| Participant deferral / active EE | $15,470 | $7,109+117.6% | $6,709+130.6% | $5,850+164.4% |
| Admin fee / account holder | $2,560 | $12,120-78.9% | $10,261-75.0% | $11,596-77.9% |