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 | $75,947 | $157,256-51.7% | $141,162-46.2% | $152,861-50.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.69% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $12,938 | $5,261+145.9% | $4,735+173.2% | $4,762+171.7% |
| Participant deferral / active EE | $11,405 | $7,109+60.4% | $6,709+70.0% | $5,850+95.0% |
| Admin fee / account holder | $380 | $12,120-96.9% | $10,261-96.3% | $11,596-96.7% |