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 | $61,498 | $198,466-69.0% | $170,442-63.9% | $147,584-58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.80% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,350 | $6,184-45.8% | $5,433-38.3% | $4,876-31.3% |
| Participant deferral / active EE | $13,060 | $5,629+132.0% | $4,939+164.4% | $5,439+140.1% |
| Admin fee / account holder | $2,250 | $16,852-86.7% | $13,880-83.8% | $10,885-79.3% |