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 | $120,330 | $126,574-4.9% | $106,213+13.3% | $145,922-17.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.57% | 224.79%-206.2pp | 116.14%-97.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,864 | $3,730-50.0% | $3,171-41.2% | $4,660-60.0% |
| Participant deferral / active EE | $4,340 | $5,724-24.2% | $5,016-13.5% | $6,688-35.1% |
| Admin fee / account holder | $542 | $17,304-96.9% | $11,033-95.1% | $13,397-96.0% |