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 | $18,935 | $114,047-83.4% | $96,139-80.3% | $167,490-88.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 22.62% | 189.88%-167.3pp | 191.94%-169.3pp | 478.56%-455.9pp |
| Employer contribution / active EE | $2,117 | $3,427-38.2% | $2,797-24.3% | $4,837-56.2% |
| Participant deferral / active EE | $10,754 | $5,194+107.1% | $4,349+147.3% | $6,341+69.6% |
| Admin fee / account holder | $23,276 | $6,897+237.5% | $5,537+320.4% | $12,309+89.1% |