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 | $44,507 | $171,865-74.1% | $149,718-70.3% | $147,584-69.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.96% | 2113.22%-2082.3pp | 1501.63%-1470.7pp | 578.55%-547.6pp |
| Employer contribution / active EE | $1,666 | $6,275-73.5% | $5,445-69.4% | $4,876-65.8% |
| Participant deferral / active EE | $12,466 | $7,271+71.4% | $6,569+89.8% | $5,439+129.2% |
| Admin fee / account holder | $327 | $13,799-97.6% | $11,283-97.1% | $10,885-97.0% |