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 | $95,357 | $226,064-57.8% | $182,532-47.8% | $152,861-37.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.85% | 192.51%-168.7pp | 148.54%-124.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,080 | $4,978-58.2% | $4,076-49.0% | $4,762-56.3% |
| Participant deferral / active EE | $21,375 | $6,368+235.7% | $5,524+286.9% | $5,850+265.4% |
| Admin fee / account holder | $336 | $10,703-96.9% | $8,592-96.1% | $11,596-97.1% |