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 | $40,332 | $226,064-82.2% | $182,532-77.9% | $152,861-73.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.64% | 192.51%-171.9pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,743 | $4,978-44.9% | $4,076-32.7% | $4,762-42.4% |
| Participant deferral / active EE | $3,190 | $6,368-49.9% | $5,524-42.3% | $5,850-45.5% |
| Admin fee / account holder | $500 | $10,703-95.3% | $8,592-94.2% | $11,596-95.7% |