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 | $38,822 | $111,724-65.3% | $93,606-58.5% | $145,922-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.26% | 202.98%-175.7pp | 133.20%-105.9pp | 561.29%-534.0pp |
| Employer contribution / active EE | $2,900 | $3,090-6.1% | $2,420+19.9% | $4,660-37.8% |
| Participant deferral / active EE | $6,548 | $4,912+33.3% | $4,411+48.4% | $6,688-2.1% |
| Admin fee / account holder | $4,275 | $10,250-58.3% | $8,285-48.4% | $13,397-68.1% |