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 | $45,533 | $180,449-74.8% | $154,107-70.5% | $135,375-66.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 16.92% | 888.09%-871.2pp | 735.12%-718.2pp | 519.73%-502.8pp |
| Employer contribution / active EE | $5,500 | $6,035-8.9% | $5,298+3.8% | $4,779+15.1% |
| Participant deferral / active EE | $8,513 | $5,806+46.6% | $5,081+67.6% | $5,609+51.8% |
| Admin fee / account holder | $354 | $16,143-97.8% | $13,411-97.4% | $10,827-96.7% |