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 | $74,683 | $176,812-57.8% | $146,665-49.1% | $167,490-55.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.13% | 24.03%-4.9pp | 22.74%-3.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $11,242 | $5,160+117.9% | $4,136+171.8% | $4,837+132.4% |
| Participant deferral / active EE | $2,301 | $6,440-64.3% | $5,506-58.2% | $6,341-63.7% |
| Admin fee / account holder | $876 | $13,259-93.4% | $10,280-91.5% | $12,309-92.9% |