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 | $101,095 | $226,064-55.3% | $182,532-44.6% | $152,861-33.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.61% | 192.51%-170.9pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,000 | $4,978+60.7% | $4,076+96.3% | $4,762+68.0% |
| Participant deferral / active EE | $24,000 | $6,368+276.9% | $5,524+334.4% | $5,850+310.2% |
| Admin fee / account holder | $2,399 | $10,703-77.6% | $8,592-72.1% | $11,596-79.3% |