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 6-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 | $38,026 | $217,402-82.5% | $185,823-79.5% | $167,490-77.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.69% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,866 | $5,873-51.2% | $5,167-44.5% | $4,837-40.8% |
| Participant deferral / active EE | $21,100 | $6,356+232.0% | $5,568+279.0% | $6,341+232.7% |
| Admin fee / account holder | $2,700 | $19,811-86.4% | $16,237-83.4% | $12,309-78.1% |