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 6-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 | $44,064 | $217,402-79.7% | $185,823-76.3% | $167,490-73.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 46.06% | 148.36%-102.3pp | 122.05%-76.0pp | 478.56%-432.5pp |
| Employer contribution / active EE | $14,366 | $5,873+144.6% | $5,167+178.0% | $4,837+197.0% |
| Participant deferral / active EE | $10,516 | $6,356+65.4% | $5,568+88.9% | $6,341+65.8% |
| Admin fee / account holder | $647 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |