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 | $41,661 | $226,064-81.6% | $182,532-77.2% | $152,861-72.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.18% | 192.51%-174.3pp | 148.54%-130.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $15,924 | $4,978+219.9% | $4,076+290.7% | $4,762+234.4% |
| Participant deferral / active EE | $1,249 | $6,368-80.4% | $5,524-77.4% | $5,850-78.7% |
| Admin fee / account holder | $339 | $10,703-96.8% | $8,592-96.1% | $11,596-97.1% |