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 8-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 | $73,720 | $129,217-42.9% | $93,406-21.1% | $158,922-53.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 16.44% | 118.21%-101.8pp | 78.05%-61.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $17,795 | $2,711+556.3% | $2,075+757.6% | $4,761+273.7% |
| Participant deferral / active EE | $10,258 | $3,909+162.4% | $3,126+228.2% | $5,982+71.5% |
| Admin fee / account holder | $7,847 | $7,383+6.3% | $5,230+50.0% | $11,246-30.2% |