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 | $24,533 | $176,662-86.1% | $130,648-81.2% | $152,861-84.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.68% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,235 | $5,742-43.7% | $4,092-20.9% | $4,762-32.1% |
| Participant deferral / active EE | $4,899 | $4,361+12.3% | $3,603+36.0% | $5,850-16.3% |
| Admin fee / account holder | $486 | $7,133-93.2% | $5,464-91.1% | $11,596-95.8% |