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 | $37,685 | $157,256-76.0% | $141,162-73.3% | $152,861-75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.74% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,117 | $5,261-59.8% | $4,735-55.3% | $4,762-55.6% |
| Participant deferral / active EE | $10,777 | $7,109+51.6% | $6,709+60.6% | $5,850+84.2% |
| Admin fee / account holder | $627 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |