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 | $42,620 | $107,334-60.3% | $92,893-54.1% | $152,861-72.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.10% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $9,147 | $4,221+116.7% | $3,653+150.4% | $4,762+92.1% |
| Participant deferral / active EE | $10,587 | $4,845+118.5% | $4,236+149.9% | $5,850+81.0% |
| Admin fee / account holder | $385 | $7,079-94.6% | $5,794-93.3% | $11,596-96.7% |