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 | $27,738 | $157,256-82.4% | $141,162-80.4% | $152,861-81.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.06% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,706 | $5,261-48.6% | $4,735-42.9% | $4,762-43.2% |
| Participant deferral / active EE | $11,340 | $7,109+59.5% | $6,709+69.0% | $5,850+93.8% |
| Admin fee / account holder | $1,552 | $12,120-87.2% | $10,261-84.9% | $11,596-86.6% |