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 | $35,372 | $157,256-77.5% | $141,162-74.9% | $152,861-76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.53% | 64.32%-34.8pp | 71.39%-41.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,319 | $5,261-74.9% | $4,735-72.1% | $4,762-72.3% |
| Participant deferral / active EE | $12,773 | $7,109+79.7% | $6,709+90.4% | $5,850+118.3% |
| Admin fee / account holder | $518 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |