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 | $33,979 | $209,832-83.8% | $189,513-82.1% | $167,490-79.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.71% | 748.27%-730.6pp | 555.15%-537.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $5,250 | $6,914-24.1% | $6,162-14.8% | $4,837+8.5% |
| Participant deferral / active EE | $12,666 | $8,935+41.8% | $8,221+54.1% | $6,341+99.7% |
| Admin fee / account holder | $2,226 | $14,293-84.4% | $12,045-81.5% | $12,309-81.9% |