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 | $89,298 | $157,256-43.2% | $141,162-36.7% | $152,861-41.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.92% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,340 | $5,261-36.5% | $4,735-29.5% | $4,762-29.9% |
| Participant deferral / active EE | $14,333 | $7,109+101.6% | $6,709+113.6% | $5,850+145.0% |
| Admin fee / account holder | $401 | $12,120-96.7% | $10,261-96.1% | $11,596-96.5% |