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 | $74,949 | $115,882-35.3% | $100,516-25.4% | $158,922-52.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.76% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.1pp |
| Employer contribution / active EE | $14,379 | $4,103+250.5% | $3,418+320.7% | $4,761+202.0% |
| Participant deferral / active EE | $7,583 | $6,674+13.6% | $6,270+20.9% | $5,982+26.8% |
| Admin fee / account holder | $300 | $10,995-97.3% | $8,081-96.3% | $11,246-97.3% |