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 | $77,459 | $183,963-57.9% | $162,163-52.2% | $152,861-49.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.45% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,829 | $6,371-24.2% | $5,614-14.0% | $4,762+1.4% |
| Participant deferral / active EE | $22,000 | $8,034+173.8% | $7,298+201.5% | $5,850+276.1% |
| Admin fee / account holder | $380 | $13,121-97.1% | $10,843-96.5% | $11,596-96.7% |