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 | $134,348 | $228,332-41.2% | $185,823-27.7% | $158,922-15.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.02% | 40.80%-30.8pp | 35.95%-25.9pp | 302.83%-292.8pp |
| Employer contribution / active EE | $37,500 | $4,967+655.0% | $4,087+817.4% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $6,415+305.3% | $5,632+361.7% | $5,982+334.6% |
| Admin fee / account holder | $721 | $11,864-93.9% | $9,500-92.4% | $11,246-93.6% |