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 | $109,184 | $154,117-29.2% | $129,995-16.0% | $139,434-21.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.59% | 32.48%-10.9pp | -137.18%+158.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $11,853 | $5,289+124.1% | $4,320+174.4% | $4,751+149.5% |
| Participant deferral / active EE | $6,463 | $6,710-3.7% | $5,820+11.0% | $6,710-3.7% |
| Admin fee / account holder | $721 | $14,007-94.9% | $10,614-93.2% | $11,403-93.7% |