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 8-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 | $39,136 | $117,381-66.7% | $99,443-60.6% | $152,861-74.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 42.88% | 31.87%+11.0pp | 30.72%+12.2pp | 345.32%-302.4pp |
| Employer contribution / active EE | $10,021 | $3,013+232.6% | $2,540+294.6% | $4,762+110.4% |
| Participant deferral / active EE | $12,850 | $4,086+214.5% | $3,619+255.1% | $5,850+119.6% |
| Admin fee / account holder | $315 | $7,631-95.9% | $6,250-95.0% | $11,596-97.3% |