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 | $88,014 | $165,335-46.8% | $149,696-41.2% | $158,922-44.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.99% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $17,189 | $5,103+236.9% | $4,644+270.1% | $4,761+261.0% |
| Participant deferral / active EE | $11,979 | $7,181+66.8% | $6,842+75.1% | $5,982+100.2% |
| Admin fee / account holder | $409 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |