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 | $97,286 | $157,256-38.1% | $141,162-31.1% | $152,861-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.62% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,590 | $5,261-69.8% | $4,735-66.4% | $4,762-66.6% |
| Participant deferral / active EE | $12,650 | $7,109+77.9% | $6,709+88.6% | $5,850+116.2% |
| Admin fee / account holder | $457 | $12,120-96.2% | $10,261-95.5% | $11,596-96.1% |