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 | $57,169 | $217,402-73.7% | $185,823-69.2% | $167,490-65.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.77% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,887 | $5,873+34.3% | $5,167+52.6% | $4,837+63.0% |
| Participant deferral / active EE | $6,178 | $6,356-2.8% | $5,568+11.0% | $6,341-2.6% |
| Admin fee / account holder | $839 | $19,811-95.8% | $16,237-94.8% | $12,309-93.2% |