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 | $57,621 | $209,411-72.5% | $178,490-67.7% | $158,922-63.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.41% | 188.75%-171.3pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,152 | $5,706-27.2% | $5,011-17.1% | $4,761-12.8% |
| Participant deferral / active EE | $3,419 | $5,954-42.6% | $5,202-34.3% | $5,982-42.8% |
| Admin fee / account holder | $1,500 | $17,074-91.2% | $13,984-89.3% | $11,246-86.7% |