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 | $220,221 | $105,859+108.0% | $90,160+144.3% | $147,584+49.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 39.71% | 37.63%+2.1pp | 34.88%+4.8pp | 578.55%-538.8pp |
| Employer contribution / active EE | $3,953 | $4,126-4.2% | $3,318+19.1% | $4,876-18.9% |
| Participant deferral / active EE | $12,000 | $5,733+109.3% | $5,288+126.9% | $5,439+120.6% |
| Admin fee / account holder | $329 | $8,046-95.9% | $5,943-94.5% | $10,885-97.0% |