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 | $63,279 | $226,064-72.0% | $182,532-65.3% | $152,861-58.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.65% | 192.51%-170.9pp | 148.54%-126.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $17,412 | $4,978+249.7% | $4,076+327.2% | $4,762+265.6% |
| Participant deferral / active EE | $6,400 | $6,368+0.5% | $5,524+15.9% | $5,850+9.4% |
| Admin fee / account holder | $819 | $10,703-92.3% | $8,592-90.5% | $11,596-92.9% |