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 | $58,096 | $175,202-66.8% | $149,673-61.2% | $139,434-58.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $29,840 | $5,474+445.1% | $4,818+519.4% | $4,751+528.1% |
| Participant deferral / active EE | $14,341 | $6,519+120.0% | $5,680+152.5% | $6,710+113.7% |
| Admin fee / account holder | $25,198 | $16,150+56.0% | $13,210+90.7% | $11,403+121.0% |