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 | $92,026 | $226,064-59.3% | $182,532-49.6% | $152,861-39.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.27% | 192.51%-168.2pp | 148.54%-124.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $18,377 | $4,978+269.1% | $4,076+350.9% | $4,762+285.9% |
| Participant deferral / active EE | $18,057 | $6,368+183.6% | $5,524+226.9% | $5,850+208.7% |
| Admin fee / account holder | $628 | $10,703-94.1% | $8,592-92.7% | $11,596-94.6% |