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 | $47,887 | $217,402-78.0% | $185,823-74.2% | $167,490-71.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.32% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $4,970 | $5,873-15.4% | $5,167-3.8% | $4,837+2.7% |
| Participant deferral / active EE | $3,693 | $6,356-41.9% | $5,568-33.7% | $6,341-41.8% |
| Admin fee / account holder | $90,720 | $19,811+357.9% | $16,237+458.7% | $12,309+637.0% |