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 | $126,210 | $227,553-44.5% | $189,557-33.4% | $167,490-24.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.92% | 78.40%-61.5pp | 64.17%-47.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,415 | $5,316-73.4% | $4,412-67.9% | $4,837-70.7% |
| Participant deferral / active EE | $17,537 | $7,002+150.5% | $6,174+184.1% | $6,341+176.6% |
| Admin fee / account holder | $568 | $11,878-95.2% | $9,807-94.2% | $12,309-95.4% |