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 | $72,415 | $183,963-60.6% | $162,163-55.3% | $152,861-52.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.45% | 150.76%-132.3pp | 115.59%-97.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $20,915 | $6,371+228.3% | $5,614+272.6% | $4,762+339.2% |
| Participant deferral / active EE | $12,637 | $8,034+57.3% | $7,298+73.2% | $5,850+116.0% |
| Admin fee / account holder | $1,785 | $13,121-86.4% | $10,843-83.5% | $11,596-84.6% |