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 | $47,193 | $226,064-79.1% | $182,532-74.1% | $152,861-69.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.76% | 192.51%-183.7pp | 148.54%-139.8pp | 345.32%-336.6pp |
| Employer contribution / active EE | $13,731 | $4,978+175.8% | $4,076+236.9% | $4,762+188.3% |
| Participant deferral / active EE | $12,832 | $6,368+101.5% | $5,524+132.3% | $5,850+119.3% |
| Admin fee / account holder | $324 | $10,703-97.0% | $8,592-96.2% | $11,596-97.2% |