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 | $46,075 | $226,064-79.6% | $182,532-74.8% | $152,861-69.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 31.78% | 192.51%-160.7pp | 148.54%-116.8pp | 345.32%-313.5pp |
| Employer contribution / active EE | $2,763 | $4,978-44.5% | $4,076-32.2% | $4,762-42.0% |
| Participant deferral / active EE | $7,606 | $6,368+19.4% | $5,524+37.7% | $5,850+30.0% |
| Admin fee / account holder | $412 | $10,703-96.2% | $8,592-95.2% | $11,596-96.5% |