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 | $36,972 | $107,334-65.6% | $92,893-60.2% | $152,861-75.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.44% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $14,270 | $4,221+238.1% | $3,653+290.7% | $4,762+199.6% |
| Participant deferral / active EE | $8,950 | $4,845+84.7% | $4,236+111.3% | $5,850+53.0% |
| Admin fee / account holder | $2,022 | $7,079-71.4% | $5,794-65.1% | $11,596-82.6% |