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 | $35,787 | $217,402-83.5% | $185,823-80.7% | $167,490-78.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.77% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $12,607 | $5,873+114.6% | $5,167+144.0% | $4,837+160.6% |
| Participant deferral / active EE | $9,474 | $6,356+49.1% | $5,568+70.2% | $6,341+49.4% |
| Admin fee / account holder | $889 | $19,811-95.5% | $16,237-94.5% | $12,309-92.8% |