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 | $95,752 | $157,256-39.1% | $141,162-32.2% | $152,861-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.22% | 64.32%-35.1pp | 71.39%-42.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $37,133 | $5,261+605.8% | $4,735+684.2% | $4,762+679.7% |
| Participant deferral / active EE | $18,067 | $7,109+154.1% | $6,709+169.3% | $5,850+208.8% |
| Admin fee / account holder | $949 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |