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 | $39,542 | $183,963-78.5% | $162,163-75.6% | $152,861-74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.22% | 150.76%-132.5pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,026 | $6,371-52.5% | $5,614-46.1% | $4,762-36.5% |
| Participant deferral / active EE | $20,000 | $8,034+148.9% | $7,298+174.0% | $5,850+241.9% |
| Admin fee / account holder | $398 | $13,121-97.0% | $10,843-96.3% | $11,596-96.6% |