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 | $39,070 | $209,411-81.3% | $178,490-78.1% | $158,922-75.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.26% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,389 | $5,706-58.1% | $5,011-52.3% | $4,761-49.8% |
| Participant deferral / active EE | $6,107 | $5,954+2.6% | $5,202+17.4% | $5,982+2.1% |
| Admin fee / account holder | $399 | $17,074-97.7% | $13,984-97.1% | $11,246-96.5% |